Our
StaffIn 1977, Ms. Fox received Bachelors degrees from Russell Sage College in Economics and Political Science. In 1979, she received MBA's in marketing and management from Fordham University. She began her career working as a customer service manager for a Fortune 500 company. She has also held Product Manager and Marketing Manager positions.
Since moving to North Carolina in June 1987, Ms. Fox has become active in community service through the Raleigh Chamber of Commerce, the North Carolina Symphony, Friends of the College, and the Raleigh Women's Center. She has also conducted several seminar programs, and is currently working with the North Carolina Extension Service conducting Financial Seminars for Women.
Charles Parks is a 34 year investment professional. Eighteen
of those years were spent in New York, working
with such notable firms as; the Equitable
Life Assurance Society (Vice President and
Head Equity Trader), Morgan Stanley (Institutional
Block Trader), Dean Witter Reynolds (Vice
President, Institutional Capital Commitment)
and New York and Foreign Securities (Head
Trader).
Now with ACH Investment Group, Mr. Parks' focus is working with numerous individual, corporate and pension clients to develop effective balanced investment and savings programs. Approximately 20 million dollars, from over 150 clients, are entrusted, either directly or indirectly, to his care. By carefully matching client goals and objectives with the myriad of investment products available, Mr. Parks mitigates risk while attempting to obtain consistent, overall, returns.
Techniques employed by Mr. Parks include; elements of tactical and strategic allocation, derivative income enhancement and, if desired, risk management programs that may, because of extreme market risk, have client funds invested totally in money market or other short term cash equivalent accounts.
With Mr. Parks extensive contacts throughout the Wall Street community, information and other technical support is enhanced, thus benefiting the client base.
Stuart Rodwell has been a financial consultant since 1992.
A North Carolina native, he received a Bachelor's
degree in Business Administration from the
University of North Carolina at Chapel Hill
in 1978. He has worked in the triangle area
since that time, starting as an Account Representative
for a national firm helping businesses of
all sizes with their business forms and information
systems needs.
Mr. Rodwell's focus is with individuals still building their financial future and especially with self-employed and small business owners. Typical client concerns include; financial strategies for education and retirement needs; tax effective investing; and properly balanced investment portfolios addressing risk, return and liquidity.
Mr. Rodwell has over 25 million dollars from
over 100 clients entrusted to his oversight.
In March 2001, in recognition of outstanding
commitment and service to his clients, Franklin Templeton Investments awarded Mr. Rodwell membership in their
Kite and Key Club. In appreciation for his work with Wake
Interfaith Hospitality Network, a community
program of local churches responding to the
need of homeless families, the Wake County
Commissioners named Mr. Rodwell as a Wake County Volunteer of the year for 2000. In February, 2005, Mr. Rodwell received
an award for 10 years of volunteering from Wake Interfaith Hospitality Network
and Benson Memorial Methodist Church.
Service is of the utmost importance to all clients of ACH Investment Group. In this regard, we attempt to provide consistent and timely information to all our clients. At least once a year clients are encouraged to have a complete review of all their accounts with the firm. Quarterly summaries may also be arranged for those who desire closer monitoring of their investments.
If you have any questions, please feel free to call us at (919) 571-3435 or send us an email
ACH Investment GroupSecurities offered through:
LPL Financial Member FINRA/SIPC
The Linsco/Private Ledger registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states; California, Florida, North Carolina, South Carolina, Vermont, Virginia, Washington, DC
©Copyright 2007 ACH Investment Group, Inc.