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Joan Masover
Financial Advisor
Joan's expertise is seeing the "big picture" for each client and building customized portfolios. These may blend alternative and traditional investing for broader diversification and reduced market risk.
At IPAM we stand for appropriate investment diversification outside the stock market. Our depth of experience with directly investing in tangible, hard, assets ("stuff" in addition to "paper" assets such as stocks and bonds) is what sets us apart from most other investment professionals.
Joan's original training is in the hard sciences where she developed critical thinking skills for discerning pseudo-science from real science. She graduated from Knox College with a degree in Biology. She credits this scientific background for helping her distinguish today between pseudo-finance (flawed financial strategies) and real finance (reality based strategies). She likes investments that are tangible and based on hard assets, and she likes investments that pay dividends.
Joan has worked in financial services for 10 years. Her favorite business activity is creating personalized, holistic portfolio designs.
Joan is an expert in Socially Responsible Investing (SRI). IPAM is an affiliate of Progressive Asset Management (PAM). This national network of 65 Reps has been providing Socially Responsible Investing brokerage services since 1987. Its purpose is to help individuals and institutions invest in line with their values AND in line with their financial goals. Joan was the 2002 recipient of the Iowa Sierra Club's business service award.
Joan has been a frequent speaker on investing at numerous venues including finance seminars, college and high school finance courses, cruise ships, NAIC conventions, and environmental expos. She spoke at The Money Show, which featured Louis Rukeyser, in Las Vegas in May, 2002. The topic was "Choosing Investments for Bull & Bear Markets".
Joan has written articles and opinion pieces on investing for newspapers and magazines in Iowa and Missouri, including the Des Moines Register, the Fairfield Ledger, the Iowa Source, and the Healthy Planet (published in St. Louis). She also created educational pieces specifically for employees of a local nonprofit, including one called "Don't Let Your Inheritance Jeopardize Your Child's Scholarship". (copy on request)
Iowa Progressive Asset Management
505 N 4th Street, Ste 200, Fairfield, IA 52556Tel: 800.509.9096
Securities offered through Financial West Group, member FINRA, SIPC
PAM is the Socially Responsible Investment Division of Financial West Group
IPAM and FWG are unaffiliated entities
Contact Joan at jmasover@fwg.com or call her at 800-509-9096.
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