His duties include analyzing the fixed income portion of client portfolios and recommending customized bond purchases before performing those trades. (buckinghamadvisor.com)
Our firm's policy is to maintain broad diversification in client portfolios while making small adjustments on the margins of our allocation strategy in response to the changing landscape. (thecollegeinvestor.com)
While I manage client portfolios in real time, my writing is after hours. (oldprof.typepad.com)