Roderick J. Buie has over 30 years of investment experience, managing monies for individuals, foundations, institutions and mutual funds (formerly with First Union and Wachovia). Rod's professional credentials include being a Chartered Financial Analyst (CFA) and Masters of Business Administration (MBA).
Buie Investment Advisors (BIA) manages assets across the U.S., and has physical offices in Charlotte, NC and Ponte Vedra, FL. BIA offers a customized investment approach to address unique client investment and financial goals and objectives. Firm fees are reasonable, and based on the market value of assets under management (assets are held at Charles Schwab Institutional).
Buie Investment Advisors (BIA) manages assets across the U.S., and has physical offices in Charlotte, NC and Ponte Vedra, FL. BIA offers a customized investment approach to address unique client investment and financial goals and objectives. Firm fees are reasonable, and based on the market value of assets under management (assets are held at Charles Schwab Institutional).
Services
Many of the products offered by the financial services industry are too costly and do not serve the client's best interests. Clients need a "Buyer Beware" attitude when making decisions about financial and investment details. Low costs and fees associated with investment management are crucial for maximizing investor returns, particularly in the current economic environment.
Indexing with Consultation: This approach uses index funds or market baskets combined with individual bonds. Ideal for clients who want equity exposure at low cost, are not trying to "beat the market" and can utilize bonds or bond funds. Customized After-Tax Management: This approach is very sensitive to taxes and turnover and utilizes individual stocks and bonds.
What are Rod Buie's professional experience and qualifications? Rod is a CFA (Chartered Financial Analyst) and has an MBA (concentration in Finance). He worked for over 20 years at First Union Corporation (now Wachovia Corp.) as both a senior portfolio manager and Director of Portfolio Management for the Carolinas/Georgia Region.
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