Robert Rowe is an innovative and respected 35-year veteran of the financial services industry. Bob was a senior investment management consultant with 2 major securities firms (Morgan Stanley and Prudential Securities). He has received many awards, honors and recognition for his business ...more

Robert Rowe is an innovative and respected 35-year veteran of the financial services industry. Bob was a senior investment management consultant with 2 major securities firms (Morgan Stanley and Prudential Securities). He has received many awards, honors and recognition for his business practices, business development, mentorship and education efforts. With the deep knowledge, experience and creativity gained as an investment consultant and expert in business development, Bob created original, industry leading investment consulting practices and strategies, such as: *The first on-line questionnaire driven investment policy statement program for qualified plans & HNW clients * A proprietary and patented quantitative domestic equity overlay methodology [Enhanced Dynamic®] for use with mid-market, institutional investment and HNW consulting clients. * Founded and developed two mid-market / institutionally oriented hedge funds, both utilizing the Enhanced Dynamic® methodology: - Enhanced Alternative Income Investment Fund (a stable value, short/intermediate-term domestic equity market-neutral equity income strategy intended to compliment intermediate term income portfolios - Enhanced Dynamic® Moderate Active Fund (a prudent, long only domestic equity strategy) based upon of his previous successful mid-market / institutional domestic equity investment management consulting practice. Bob has mentored many financial advisors within the firms he was employed and has presented nationally throughout the firms regarding best practices in establishing and building a successful long-term investment consulting practice, business development, ethical practices of investment consulting, and investment policy formulations. Additionally, Bob has presented to many national and state industry conferences, trustee and investment committee associations and non-affiliated groups on various fiduciary, retirement plan and investment topics. Bob is a charter member of the Investment Management Consultants Association (IMCA),[now the Investments is an original Certified Investment Management Analyst (CIMA®) and has taught the Certified Investment Management Analysts (CIMA) program at Wharton on both investment policy and asset allocation.less