Sentences with «discretionary portfolio management»
One was a private investment counselor, the other a broker who also provided discretionary portfolio management. (moneysense.ca)
Ally Invest Advisors» primary focus is to provide discretionary portfolio management services to our clients» via our online investment services offering. (ally.com)
Independent financial advisors often also work in teams and refer to a portfolio manager who can provide discretionary portfolio management for their clients» portfolios. (moneysense.ca)