Sentences with phrase «at each account individually»

The trouble that people get themselves into is that they look at each account individually rather than looking at their total portfolio.

Not exact matches

These types of investment advisors frequently have discretion on how to invest client assets but instead of managing the assets themselves, they outsource the job to asset management companies by having the clients buy mutual funds, index funds, and exchange - traded funds or, in the case of high net worth clients, opening individually managed accounts with the asset management company through a third - party asset manager platform at a global custodian.
The host may individually be a compassionate person at times (there are several accounts suggesting the opposite for some broadcasters) but such intimacy and compassion lack plausibility when not expressed in specific, spontaneous, interpersonal situations free of the watchful, editorially corrective eye of the camera.
Each child needs to be looked at individually and their needs must be addressed with taking into account their cultural identity.
Apart from the discount code mentioned above, any special offers come at the discretion of Ultimate Essays and are issued individually via your account.
FICO actually looks at your credit utilization for each card account individually and for all cards together (as in the example above).
Individual hotel rooms that are billed directly to a corporate account but where you are individually responsible for authorization of settlement at check - out constitute an Eligible Stay.
Rather than book pricy awards individually or try to balance the withdrawal of points from one account at a time, we have created a Household Account that will — eventually — reflect the combined balance of 250,000 account at a time, we have created a Household Account that will — eventually — reflect the combined balance of 250,000 Account that will — eventually — reflect the combined balance of 250,000 points.
Penetrated dozens of profitable B2B accounts individually valued at up to $ 2.5 million, with major Fortune 500 customers.
• Demonstrated ability to handle filing and record management activities in a systematized manner • Focused on resolving clerical and administrative issues and handling limitation by employing exceptional analytic skills • Documented success in performing data entry duties under strict deadlines and accuracy standards • Qualified to work as part of a team and individually • Well - versed with Microsoft Office applications and Databases • Special talent for creating spreadsheets using a host of applications such as MS Excel • Adept at typing letters, memos and emails • Effectively researches on the Internet and through various other sources such as books and periodicals • Skilled in scheduling appointments with a special focus on time management and organization of information • Committed to maintain confidentiality of information • Talented in preparing payrolls and performing light bookkeeping activities to provide support to the accounting department • Knowledge of creating schedules according to each staff member's individual work duties and priorities
112 DOS 99 Matter of DOS v. Dorfman - adjournments; proper business practices; failure to appear at hearing; failure to cooperate with DOS investigation; accounting to client; ex parte hearing may proceed upon proof of proper service; individually licensed broker seeking to conduct brokerage business under a name other than his own must apply for a license under such new name; broker engaged in the leasing of real property through an unlicensed corporation; broker failed to cooperate with DOS investigation by failing to respond to DOS letters and telephone calls; complaint alleges broker failed to provide an accounting or copies of records of management for owner's property; broker may be required to return commissions and fees received which he is not entitled to; $ 1,000.00 fine and suspension of broker's license until such time as broker establishes he has fully complied with DOS's investigation and made a full and satisfactory accounting to owner, shall have paid to owner all money due and owning to him as established by the accounting, with interest, and shall have refunded to owner all commissions and other fees, with interest, paid
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