Agfiq; Agfiq Asset Management
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About this Advisor
William Deroche is a chartered financial analyst who works out of Boston, Massachusetts, who has been in the industry for 24 years. Deroche is currently employed by Agfiq; Agfiq Asset Management. Deroche has gained experience at Foreside Fund Services, LLC, Agf Investments LLC Fka Ffcm, State Street Corp and Putnam Investments. Deroche maintains a Series 63 license, qualifying them as a securities representative, and is registered to advise clients in Massachusetts. Agfiq; Agfiq Asset Management is a registered investment company that has its headquarters in Boston, Massachusetts. The company has a total of eight advisors. It oversees $1 billion in total assets across its 16 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to four charities and foundations. Agfiq; Agfiq Asset Management performs a set of services, such as portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors usually depend on which service is provided. Fees charged by Agfiq; Agfiq Asset Management typically consist of asset-based fees.
Certifications and Registrations
Years of Experience
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Agfiq; Agfiq Asset Management Brokerage Details
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Investment Advisory Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
William Deroche Work History
William has 25 years of experience.
Foreside Fund Services, LLC
Agf Investments LLC Fka Ffcm
State Street Corp
William Deroche has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Agfiq; Agfiq Asset Management