Sentences with phrase «asset allocation program with»
• They got with the well - diversified asset allocation program with their mutual funds and IRA's, and were able to cut their risk by half, and increase their estimated rate of return 10 % (from 8 % and 10 %).
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• They got with the well - diversified asset allocation program with their IRA's and were able to cut their risk by half, and increase their estimated rate of return 25 % (from 6 % to 8 %).
Not exact matches
His primary responsibilities include developing and implementing asset allocation for all of the University's investment programs, evaluating current and prospective investment managers, exploring alternative investment strategies, and ensuring successful communication and relations with the University and its Investment Advisory Committee.
Lawnmower will soon include the ability to easily buy multiple blockchain assets based on personal allocation, with the option of a recurring purchase program.
This means that you can rest assured your customized asset allocation remains in place and that your investment program stays on target with your financial objectives.
Traditional wrap programs are based on the original model developed by E.F. Hutton in 1975, with minimum investments between $ 100,000 and $ 200,000, fees between 1 % and 3 % of the net assets in the account, and «wrapped» services that include portfolio management, asset allocation, custodial services, execution of transactions, and preparation of quarterly performance reports.
The primary emphasis of the second phase of the program is the creation of a multi-source longitudinal database that provides information on participant - level decisions with respect to participation, contributions, and asset allocation.
The portfolio models and comprehensive asset allocation software are two different programs with different pricing tables.
Under the Program, COA, an investment adviser registered with the Securities and Exchange Commission («SEC»), manages the assets in your Account on a discretionary basis in accordance with a model asset allocation portfolio you select.