Sentences with «one's current investment portfolio»
Review of current investment portfolio, access client's exposure to financial risk and recommendations of active risk - management strategies in order to protect downside market exposure. (reyesplan.com)
Present strategic alternatives to current investment portfolios which will improve return on investment. (greatsampleresume.com)
Other than that, my current investment portfolio is heavily focused on index funds because of its historical performance and tax & cost efficiency. (financialsamurai.com)