Sentences with phrase «as managing assets»

Adherence to deadlines and court rules, as well as managing the assets wisely and keeping the beneficiaries informed, is crucial to the success of the administration.

Commencement Financial Planning LLC is registered with the Washington State Department of Institutions as a Registered Investment Advisor providing fee - only investment portfolio advice, wealth management, and comprehensive financial planning services to individuals and families planning for or in retirement as well as those managing assets accumulated through earnings, inheritance, or financial settlement.

Many advisers currently sell their value as managing assets and charge as such and I do not believe that serves the investor well, even if the adviser is a fiduciary.

Not exact matches

Blockchain Capital manages $ 250 million across a number of funds, having invested in a number of decentralized crypto exchanges and Bitwise, the crypto asset manager, as well as other companies spanning the crypto market.

Important factors that could cause actual results to differ materially from those reflected in such forward - looking statements and that should be considered in evaluating our outlook include, but are not limited to, the following: 1) our ability to continue to grow our business and execute our growth strategy, including the timing, execution, and profitability of new and maturing programs; 2) our ability to perform our obligations under our new and maturing commercial, business aircraft, and military development programs, and the related recurring production; 3) our ability to accurately estimate and manage performance, cost, and revenue under our contracts, including our ability to achieve certain cost reductions with respect to the B787 program; 4) margin pressures and the potential for additional forward losses on new and maturing programs; 5) our ability to accommodate, and the cost of accommodating, announced increases in the build rates of certain aircraft; 6) the effect on aircraft demand and build rates of changing customer preferences for business aircraft, including the effect of global economic conditions on the business aircraft market and expanding conflicts or political unrest in the Middle East or Asia; 7) customer cancellations or deferrals as a result of global economic uncertainty or otherwise; 8) the effect of economic conditions in the industries and markets in which we operate in the U.S. and globally and any changes therein, including fluctuations in foreign currency exchange rates; 9) the success and timely execution of key milestones such as the receipt of necessary regulatory approvals, including our ability to obtain in a timely fashion any required regulatory or other third party approvals for the consummation of our announced acquisition of Asco, and customer adherence to their announced schedules; 10) our ability to successfully negotiate, or re-negotiate, future pricing under our supply agreements with Boeing and our other customers; 11) our ability to enter into profitable supply arrangements with additional customers; 12) the ability of all parties to satisfy their performance requirements under existing supply contracts with our two major customers, Boeing and Airbus, and other customers, and the risk of nonpayment by such customers; 13) any adverse impact on Boeing's and Airbus» production of aircraft resulting from cancellations, deferrals, or reduced orders by their customers or from labor disputes, domestic or international hostilities, or acts of terrorism; 14) any adverse impact on the demand for air travel or our operations from the outbreak of diseases or epidemic or pandemic outbreaks; 15) our ability to avoid or recover from cyber-based or other security attacks, information technology failures, or other disruptions; 16) returns on pension plan assets and the impact of future discount rate changes on pension obligations; 17) our ability to borrow additional funds or refinance debt, including our ability to obtain the debt to finance the purchase price for our announced acquisition of Asco on favorable terms or at all; 18) competition from commercial aerospace original equipment manufacturers and other aerostructures suppliers; 19) the effect of governmental laws, such as U.S. export control laws and U.S. and foreign anti-bribery laws such as the Foreign Corrupt Practices Act and the United Kingdom Bribery Act, and environmental laws and agency regulations, both in the U.S. and abroad; 20) the effect of changes in tax law, such as the effect of The Tax Cuts and Jobs Act (the «TCJA») that was enacted on December 22, 2017, and changes to the interpretations of or guidance related thereto, and the Company's ability to accurately calculate and estimate the effect of such changes; 21) any reduction in our credit ratings; 22) our dependence on our suppliers, as well as the cost and availability of raw materials and purchased components; 23) our ability to recruit and retain a critical mass of highly - skilled employees and our relationships with the unions representing many of our employees; 24) spending by the U.S. and other governments on defense; 25) the possibility that our cash flows and our credit facility may not be adequate for our additional capital needs or for payment of interest on, and principal of, our indebtedness; 26) our exposure under our revolving credit facility to higher interest payments should interest rates increase substantially; 27) the effectiveness of any interest rate hedging programs; 28) the effectiveness of our internal control over financial reporting; 29) the outcome or impact of ongoing or future litigation, claims, and regulatory actions; 30) exposure to potential product liability and warranty claims; 31) our ability to effectively assess, manage and integrate acquisitions that we pursue, including our ability to successfully integrate the Asco business and generate synergies and other cost savings; 32) our ability to consummate our announced acquisition of Asco in a timely matter while avoiding any unexpected costs, charges, expenses, adverse changes to business relationships and other business disruptions for ourselves and Asco as a result of the acquisition; 33) our ability to continue selling certain receivables through our supplier financing program; 34) the risks of doing business internationally, including fluctuations in foreign current exchange rates, impositions of tariffs or embargoes, compliance with foreign laws, and domestic and foreign government policies; and 35) our ability to complete the proposed accelerated stock repurchase plan, among other things.

• Antares Capital appointed Timothy Lyne as senior managing director and co-head of Sponsor Coverage and Vivek Mathew as head of Asset Management and funding.

Last month's slight decline in managed assets at Baltimore - based Legg Mason came as the Standard & Poor's 500, a broad stock index, fell 3.7 percent.

«We happen to think the Bank of Canada may not manage to pull off quite as many as the Fed,» says Eric Lascelles, chief economist at RBC Global Asset Management.

«I'm not going to be dismissive of the risks, but I think markets have priced them in and if anything as we look at the fundamentals of stock markets around the world, the fundamentals of European equities right now are I think significantly better than they are for the United States,» said the managing partner of Triogem Asset Management and global investing expert on CNBC's «Fast Money.»

«Given (new CEO Christian Sewing's) background in credit risk and commercial banking it could be seen as a signal of a move from investment banking,» Colin McLean, managing director at SVM Asset Management, told CNBC in an email.

Each of these companies has established itself as a player in the growing robo advisor market that BI Intelligence, Business Insider's premium research service, expects will manage approximately 10 % of all worldwide assets under management (AUM) by 2020.

Founder Janet Hanson had recently left her CEO role at Milestone Capital, a hedge fund with $ 2.5 billion in assets, to join Lehman Brothers as a managing director.

By 2000, annual sales at the company — which specializes in what is called asset - management software, which helps municipalities and corporations manage items such as dump trucks and sewer lines — reached $ 90 million.

«He's been in office since 2012, and as it turns out has made a lot of bad decisions,» said Andreas Meyer, who manages about 1.4 billion euros of fixed - income securities at Aramea Asset Management in Hamburg.

As Ron Lawson, managing director at the U.S. - based Logic Advisors, explains, without easy access to credit, agricultural producers were forced to cash in their assets to secure funds.

Betterment, an investment platform that today manages as much as $ 2.6 billion in assets, will now tackle the multi-trillion dollar 401 (k) market.

The 11 billion pound merger triggered the right for Lloyds and Scottish Widows, which is part of the British bank, to review an agreement struck in 2014 for Aberdeen to manage pension assets on behalf of Lloyds» insurance and wealth units as Standard Life is a «material competitor» to both.

Actual results, including with respect to our targets and prospects, could differ materially due to a number of factors, including the risk that we may not obtain sufficient orders to achieve our targeted revenues; price competition in key markets; the risk that we or our channel partners are not able to develop and expand customer bases and accurately anticipate demand from end customers, which can result in increased inventory and reduced orders as we experience wide fluctuations in supply and demand; the risk that our commercial Lighting Products results will continue to suffer if new issues arise regarding issues related to product quality for this business; the risk that we may experience production difficulties that preclude us from shipping sufficient quantities to meet customer orders or that result in higher production costs and lower margins; our ability to lower costs; the risk that our results will suffer if we are unable to balance fluctuations in customer demand and capacity, including bringing on additional capacity on a timely basis to meet customer demand; the risk that longer manufacturing lead times may cause customers to fulfill their orders with a competitor's products instead; the risk that the economic and political uncertainty caused by the proposed tariffs by the United States on Chinese goods, and any corresponding Chinese tariffs in response, may negatively impact demand for our products; product mix; risks associated with the ramp - up of production of our new products, and our entry into new business channels different from those in which we have historically operated; the risk that customers do not maintain their favorable perception of our brand and products, resulting in lower demand for our products; the risk that our products fail to perform or fail to meet customer requirements or expectations, resulting in significant additional costs, including costs associated with warranty returns or the potential recall of our products; ongoing uncertainty in global economic conditions, infrastructure development or customer demand that could negatively affect product demand, collectability of receivables and other related matters as consumers and businesses may defer purchases or payments, or default on payments; risks resulting from the concentration of our business among few customers, including the risk that customers may reduce or cancel orders or fail to honor purchase commitments; the risk that we are not able to enter into acceptable contractual arrangements with the significant customers of the acquired Infineon RF Power business or otherwise not fully realize anticipated benefits of the transaction; the risk that retail customers may alter promotional pricing, increase promotion of a competitor's products over our products or reduce their inventory levels, all of which could negatively affect product demand; the risk that our investments may experience periods of significant stock price volatility causing us to recognize fair value losses on our investment; the risk posed by managing an increasingly complex supply chain that has the ability to supply a sufficient quantity of raw materials, subsystems and finished products with the required specifications and quality; the risk we may be required to record a significant charge to earnings if our goodwill or amortizable assets become impaired; risks relating to confidential information theft or misuse, including through cyber-attacks or cyber intrusion; our ability to complete development and commercialization of products under development, such as our pipeline of Wolfspeed products, improved LED chips, LED components, and LED lighting products risks related to our multi-year warranty periods for LED lighting products; risks associated with acquisitions, divestitures, joint ventures or investments generally; the rapid development of new technology and competing products that may impair demand or render our products obsolete; the potential lack of customer acceptance for our products; risks associated with ongoing litigation; and other factors discussed in our filings with the Securities and Exchange Commission (SEC), including our report on Form 10 - K for the fiscal year ended June 25, 2017, and subsequent reports filed with the SEC.

WHO: Scott Davis, managing partner at Prophet, an international branding consultancy based in San Francisco, and author of Brand Asset Management: Driving Profitable Growth Through Your Brands RATING: 5 «First off, most companies would die to be able to start with a brand as powerful as Dr. Spock.

Prior to joining RGE, Ms. Sanchez spent four years as an institutional asset manager, serving at the California Endowment, a US$ 3 billion Los Angeles - based foundation, as managing director of public investments and at the Ford Foundation, a US$ 10 billion New York - based foundation, as director of public investments.

«This has been a tremendous rally, and if you're overweight in certain sectors such as technology, your portfolio might be a little bit out of whack as to what your goals are,» said JJ Kinahan, chief market strategist and managing director of TD Ameritrade, which manages $ 1.16 trillion - worth of assets for its global clients.

That's largely due to the magic of compounding, says Jean Masson, who oversees $ 12 billion in mostly low - volatility equities as a managing director at TD Asset Management.

Those who are just retired are not affected if they have chosen annuities as opposed to self - managed withdrawals as the means of converting their accumulated assets into retirement income.

As of March 31, 2018, the firm manages approximately $ 6.317 trillion in assets on behalf of investors worldwide.

First State Investments is owned by the Commonwealth Bank of Australia and as at 31 December 2017 managed # 127.5 billion of assets on behalf of clients worldwide.

Growth is expected to come from wirehouses such as Morgan Stanley and Merrill Lynch that are starting to allocate more funds to the newer net asset value (NAV) non-traded REIT products on behalf of their clients, notes Kevin Gannon, president and managing director at Robert A. Stanger & Company Inc., a real estate investment banking firm based in Shrewsbury, N.J..

«Its management team has always been known as second - class,» said Adatia, whose firm manages $ 8.1 billion in assets.

Morningstar senior fund analyst Katie Reichart said investors may have been concerned that the conservatively managed company, where stocks represent about 76 percent of assets under management, wasn't taking as much advantage of the market boom as it could.

Sam, great input (as always), posts like this keep me out of thinking about getting residential real estate into my investment portfolio, instead I focus on retail / industrial properties, however I think I could manage few residential units «on the side», because of lack of diversification I am thinking about buying a triplex at the moment, and I'm convinced that should be the last move and I would not touch the size of my real estate portfolio afterwards, remaining assets are going straight to stocks.

Bloomberg View columnist Barry Ritholtz interviews Lazard Asset Management's James Donald, who serves as managing director, portfolio manager / analyst...

The 0.5 % fee is billed quarterly as a 0.125 % fee on total assets managed.

On December 15, 2017, OnDeck introduced the BlackRock - managed fund as the Class B lender under OnDeck's existing asset - backed, revolving credit facility with SunTrust Bank.

Coupled with a lack of distributions from their existing private equity and real assets portfolios, many of these investors were left with disproportionately outsized remaining commitments to, and invested capital in, a number of investment funds, which significantly limited their ability to make new commitments to third - party managed investment funds such as those advised by us.

They represent content and digital rights management platforms (such as SingularDTV), distributed venture funds (such as the the DAO, for decentralized autonomous organization), and even new platforms to make investing in ICOs and managing digital assets easy (such as ICONOMI).

Traditional wealth management companies such as Goldman, Bank Of America Merrill, and Citibank with physical offices around the world charge around 1 - 2 % of assets under management for financial advisors to actively manage their client's money.

Active management in ETFs would be more accurately stated as the movement of portfolio assets around in the space, and not staying in a single, actively managed ETF, Hougan asserted.

With assets under administration of $ 5.2 trillion, including managed assets of $ 2.1 trillion as of April 30, 2015, we focus on meeting the unique needs of a diverse set of customers: helping more than 24 million people invest their own life savings, nearly 20,000 businesses manage employee benefit programs, as well as providing nearly 10,000 advisory firms with technology solutions to invest their own clients» money.

Prior to joining Cerberus he served as a managing director of Nomura Securities from 2009 until October 2012, where he specialized in the sourcing and distribution of distressed mortgage assets and organized a securitized mortgage distribution team.

Known as the CMIT Solutions Affiliate program, independents can take advantage of the proven CMIT Solutions sales and marketing processes, leading technology vendor relationships, and unique managed services delivery platforms to grow their businesses and increase the long - term value of their business as an asset.

Financial advisors who need brokerage services, such as a custodian for their clients» assets, technology to help them manage client portfolios, and practice management solutions to help them market and grow their businesses.

We are proud to announce that Matter Family Office Partner and Managing Member Kathy Lintz has been listed by Private Asset Management as one of the «50 Most Influential Women in Private Wealth» for the second year in a row.

He became head of the Individual Capital Management department, and he was a Director of Wertheim Asset Management Services, as well as a Managing Director of the parent company.

We are proud to announce that Matter Family Office Partner and Managing Member Kathy Lintz has been listed by Private Asset Management as one of the «50 Most Influential Women...

But as you build and manage your asset allocation — regardless of which goal you're pursuing — there are two important things to consider.

Before joining Morgan Creek, Bill served as Managing Director, Head of Sales & Client Service and member of the Investment Committee for Cain Brothers Asset Management («CBAM»).

This is expressed most directly in paragraph 156 of the complaint which argues that a «two percent annual flat fee on assets under management [as charged by an actively managed hedge fund seeking superior returns]... is not justified in the defined contribution plan context.»

As of June 30, 2017, BlackRock Real Assets managed nearly $ 40 billion in client assets, supported by more than 350 professionals across 25 offices in 15 counAssets managed nearly $ 40 billion in client assets, supported by more than 350 professionals across 25 offices in 15 counassets, supported by more than 350 professionals across 25 offices in 15 countries.

He served as Controller for an investment advisor within The Hartford that managed $ 50 billion in assets and also served as the Financial Operations Principal for two of The Hartford's largest broker - dealers.

With assets under administration of $ 6.2 trillion, including managed assets of $ 2.3 trillion as of June 30, 2017, we focus on meeting the unique needs of a diverse set of customers: helping more than 24 million people invest their own life savings, nearly 20,000 businesses manage employee benefit programs, as well as providing nearly 10,000 advisory firms with technology solutions to invest their own clients» money.

Nick joined Leith Wheeler in June 2011 after spending the previous four years in London, England working as a Portfolio Manager at Brevan Howard Asset Management and as an Investment Analyst at Sofaer Capital, where he managed natural resource - dedicated funds with global mandates.