"To execute this philosophy, Piedmont has developed a revolutionary investment model that is composed of three interdependent concepts: Liquidity, Wealth Creation, and Wealth Preservation." William J Militello
Leesburg, VA (PRWEB) October 03, 2012
Investor Watchdog announced William Militello was awarded a five star quality rating and admitted to the Paladin Registry of Financial Professionals.
Investor Watchdog (http://www.InvestorWatchdog.com) uses a proprietary algorithm to measure the quality of an advisor's credentials, ethics, and business practices. Professionals must score in the top 10% of Watchdog’s vetting process to be profiled in its Paladin Registry (http://www.PaladinRegistry.com).
Jack Waymire, Investor Watchdog’s founder said, “The Watchdog team has been providing free information services to investors since 2003. Our role is to gather data from advisors, screen the data using Watchdog analytics, and produce reports that help investors make informed decisions when they select, retain, and replace financial professionals.”
Waymire added, “Selecting a high quality financial professional sounds easy, but it is not. First, all advisors claim to be ethical financial experts, whether it is true or not. This claim helps them sell investment products. Second, the claims are made in sales pitches so investors have no record of what was said to them. This opens the door to omission and misrepresentation. And third, it is easy for advisors to use deceptive sales practices because they do not have mandatory disclosure requirements. Watchdog creates disclosure that helps investors select and retain advisors with the best qualifications and results, not the best sales pitches.”
William J. Militello’s vision for the investment business brings a fresh approach and unique philosophy to the world of investment management. After graduating from the U.S.Naval Academy in Annapolis, Bill served as a Captain in the U.S. Marine Corps. After a stint consulting for regulators, Bill then moved to Wall Street where he was an analyst, trader, and ultimately a portfolio manager. Upon leaving the Street, Bill served as a consultant for the U.S. Securities and Exchange Commission.
When Bill founded Piedmont RIA in 2003, he set out to create not just another investment firm, but to create a new “category” and to redefine the traditional investment model. His view was that the delivery of investment advice was ripe for innovation, and his vision is to challenge the conventional model. He believes that the relationship between the client and the advisor should be free of conflicts, and that asset allocation should not be constrained to the public financial markets.
To execute this philosophy, Piedmont has developed a revolutionary investment model that is composed of three interdependent concepts: Liquidity, Wealth Creation, and Wealth Preservation. To learn more, visit http://www.PiedmontRIA.com.
Investor Watchdog is an information services company that provides free online tools, data, and guides to investors who use the services of financial professionals. Visit http://www.InvestorWatchdog.com for more information.
The information contained herein should not be construed as personalized investment advice. Investing in venture capital companies involves some degree of risk and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. The companies highlighted above are not necessarily the highest performing investments in the fund, but are noted as purchases made to date. The reader should not assume that investments in the companies identified were or will be profitable.