English Language WordTools.ai BETA

Phrases with «discretionary portfolio»

A discretionary portfolio is an investment account where the investment decisions are made by a professional portfolio manager on behalf of the investor. In simpler terms, it means that someone else is managing your investment money for you. Full definition

Related phrases

Sentences with «discretionary portfolio»

  • One was a private investment counselor, the other a broker who also provided discretionary portfolio management. (moneysense.ca)
  • In 2015, we extended our offering to build partnerships with fee - based financial advisors, discretionary portfolio managers and investment counsel firms through an F - series suite of funds. (leithwheeler.com)
  • He manages discretionary portfolios and assists clients with trust and estate matters. (fiduciarytrust.ca)
  • (see all sentences)

See also

a b c d e f g h i j k l m n o p q r s t u v w x y z