Advisor at Emerald Investments, Inc.
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Firm
Emerald Investments, Inc.
Location
Beachwood, OH 44122
Credentials
CFP®
Industry experience
26 years
Bruce Matlock is a CFP® professional with 26 years of experience in the financial advisory industry. He has been with Emerald Investments, Inc. since 1994, serving as the firm's sole advisor. Emerald Investments, Inc. provides investment advisory and portfolio management services primarily to individual clients and also offers pension consulting for small plan sponsors. The firm manages approximately $5.9 million in assets across about 15 clients, combining discretionary portfolio management with retirement plan consulting.
Based on Emerald Investments, Inc.
23230 Chagrin Blvd., Suite 140 B
Beachwood, OH 44122
Ohio
Emerald Investments, Inc.
1994 - Present (32 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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