Dale Fritz

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Finance

Consumer Services

Profil

Mr. Marvin D.
Fritz, CFA, is Executive Vice President at Jacobus Wealth Management, Inc. Mr. Fritz was previously employed as Chief Investment Officer by Bank One Wisconsin and UBS Brinson Japan, and Managing Partner by Brinson Partners, Inc. and UBS Asset Management (Americas) Inc. Board of Directors.
He received his Bachelor of Science degree from University of Utah and his MBA from Northwestern University.

Ehemalige bekannte Positionen von Dale Fritz

Unternehmen	Position	Ende
Jacobus Wealth Management, Inc. Jacobus Wealth Management, Inc. Investment ManagersFinance Jacobus Wealth Management utilizes an asset allocation strategy to select equities, fixed-income, ETFs and other alternative investments for their clients' portfolios. With regard to equities, Jacobus offers a variety of investment styles including growth, value, blend, balanced, international or global. The firm's strategies include low turnover, bottom-up, top-down, active, passive ETFs and long/short strategies. They invest across all market-caps. The firm offers investments in a variety of ETFs based on a several strategies including domestic, international, value, growth, large-cap, small-cap, whole sectors or specific industries. For fixed-income investments, Jacobus considers quality, sector, credit, liquidity and duration. Securities may include municipal bonds, treasury bonds, inflation-protected bonds, corporate bonds, international bonds and MLPs. Jacobus also offers a variety of alternative investments including real estate, energy, private equity and debt capital, venture capital, hedge funds and commodities. The firm also assists clients with strategies related to concentrated stock positions and employee stock options. This may include covered call writing, protective put options, cashless collars, subsidized collars, monetized collars, diversification plans and option exercise planning.	Mitglied des Investmentausschusses	29.08.2016
UBS Asset Management (Americas) LLC UBS Asset Management (Americas) LLC Investment ManagersFinance UBS AM offers Equities, Fixed Income, Indexing, and Investment Solutions businesses. The firm provides active investment strategies to their clients and principally employs fundamental analysis in managing client accounts by attempting to identify discrepancies between current market prices and their estimate of fundamental value.	Corporate Officer/Principal	-
Bank One, Wisconsin Bank One, Wisconsin Major BanksFinance Nationally chartered commercial bank	Chief Investment Officer	-
Brinson Partners, Inc. Brinson Partners, Inc. Investment ManagersFinance Financial management	Corporate Officer/Principal	-

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Unternehmensverbindungen

Private Unternehmen	6
UBS Asset Management (Americas) LLC UBS Asset Management (Americas) LLC Investment ManagersFinance UBS AM offers Equities, Fixed Income, Indexing, and Investment Solutions businesses. The firm provides active investment strategies to their clients and principally employs fundamental analysis in managing client accounts by attempting to identify discrepancies between current market prices and their estimate of fundamental value.	Finance
Brinson Partners, Inc. Brinson Partners, Inc. Investment ManagersFinance Financial management	Finance
University of Utah University of Utah Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Jacobus Wealth Management, Inc. Jacobus Wealth Management, Inc. Investment ManagersFinance Jacobus Wealth Management utilizes an asset allocation strategy to select equities, fixed-income, ETFs and other alternative investments for their clients' portfolios. With regard to equities, Jacobus offers a variety of investment styles including growth, value, blend, balanced, international or global. The firm's strategies include low turnover, bottom-up, top-down, active, passive ETFs and long/short strategies. They invest across all market-caps. The firm offers investments in a variety of ETFs based on a several strategies including domestic, international, value, growth, large-cap, small-cap, whole sectors or specific industries. For fixed-income investments, Jacobus considers quality, sector, credit, liquidity and duration. Securities may include municipal bonds, treasury bonds, inflation-protected bonds, corporate bonds, international bonds and MLPs. Jacobus also offers a variety of alternative investments including real estate, energy, private equity and debt capital, venture capital, hedge funds and commodities. The firm also assists clients with strategies related to concentrated stock positions and employee stock options. This may include covered call writing, protective put options, cashless collars, subsidized collars, monetized collars, diversification plans and option exercise planning.	Finance
Northwestern University Northwestern University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Bank One, Wisconsin Bank One, Wisconsin Major BanksFinance Nationally chartered commercial bank	Finance