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investment advisor

investment advisor

7 3.6
A person who gives advice about where to put money to make it grow for a fee
  • noun
  • /ɪnˈvɛstmənt əˈvaɪzər/
  • Texting
translation icon : asesor de inversiones
  • Before making any decisions about your retirement fund, consult with a qualified investment advisor to ensure you're making the best choices.
  • registered investment advisor
  • broker or investment advisor
  • investment advisors say

Then pick up the phone and talk about the financial situation with your investment advisor.

Examples

  • Any investments recommended by Investment U should be made only after consulting with your investment advisor.

    Blog text (24)
  • Joshua Brown is a New York City-based investment advisor for high-net-worth individuals.

    Blog text (7)
  • Earnings per share are estimated by the fund's investment advisor at the end of each quarter.

    Academic text (1995)
  • In June 1990, he set up his own business, which acts as an investment advisor and fund manager.

    Blog text (8)
  • Hawkinvest is not a registered investment advisor and does not provide specific investment advice.

    Blog text (13)
  • John Mauldin is president of Millennium Wave Advisors, LLC, a registered investment advisor.

    Blog text (2)
  • Ornella Grosz, CFEdr, is an investment advisor, speaker, personal finance writer, blogger, and author.

    Blog text (20)
  • Although an investment adviser's client retains formal control over her investment decisions, the investment adviser receives entrusted de facto power to guide and shape those decisions.

    Academic text (2017)
  • After assessing the market trends, my investment advisor recommended diversifying my portfolio to include more stocks.

  • Many people find it helpful to discuss their financial goals with an investment advisor before investing.

Synonyms

consultant
vsinvestment advisor
537 3.8

A person who gives expert advice to businesses or organisations

helps others decide where to put money to earn returns for a fee
financial guru
vsinvestment advisor
  • Informal
1 4.9

A person who knows a lot about money and tells people how to manage it

focuses specifically on advising others how to put money into assets for a fee

How Experienced

investment advisor
  • Texting
7 3.6
junior
99 2.4

Surface Forms

Morphology

investment + advisor

The phrase 'investment advisor' is compositionally built from 'investment' (money committed for return) + 'advisor' (one who gives advice), so its basic meaning — a person or service that gives advice about investments — is directly derivable by a learner who knows both words. While the entry notes a specific fintech sense (robo-advisor), that domain nuance does not prevent a B1 learner from understanding the general, transparent meaning.

Etymology

Investment advisor comes from the simple image of a person who helps you plant money like seeds: investment is putting money in to 'grow', and an advisor is someone who shows what to do. So it means a real person who gives advice about how to invest your money, usually for a fee.