Background
- Executive Director at Boulevard Wealth Management, Inc.
- Financial industry experience in portfolio management and comprehensive planning since 1996.
- Founder of Alpha Investment Advisors, Inc.
Service Role
- Portfolio Manager: Signature Six™ investment strategies, customized investment allocation plans, tax harvesting, re-balancing
- Portfolio Risk Oversight: Separate account management, Signature Six™ overlay management
- Mean-Variance Optimization: Portfolio aggregation, research, testing and allocation
Community
- Board Member: Eden Prairie Chamber of Commerce
- Group Leader: Hill Cities Men's Bible Study
Education
- Bachelor of Applied Science (B.A.Sc.), International Business
- CERTIFIED FINANCIAL PLANNER™ Curriculum
- Chartered Financial Analyst® Curriculum
Distinctions
- CFP® Certificant, CFP Board, Inc.
- Active CFA® Charter holder, CFA Institute
Advisory and Insurance Services through Boulevard Wealth Management, Inc. (dba BOULEVARD), A Registered Investment Advisor and Licensed Insurance Agency. Troy Noor, CFP®, CFA® does not offer tax or legal advice. Please consult the appropriate advisor. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.