Sentences with phrase «based money management firm»

In a recent article for the Motley Fool Internet investment strategy site, Whitney Tilson, managing partner of Tilson Capital Partners, LLC, a New York City - based money management firm, writes, «With its real estate unit, MidAmerican can boast a turnkey operation — brokering the sale of your current home, the purchase of your new home, and arranging, if not providing, virtually every household service imaginable.»

Equity Investment Group, for example, doesn't answer to thousands of shareholders, just three institutional partners: The Government of Singapore Investment Corp., Northwestern Mutual Life, and Carlyle Group, a Washington, D.C. - based money management firm.

Ben Inker, co-head of the asset - allocation team at Boston - based money management firm GMO, which has $ 119 billion in assets, likens the market to a leaf in a hurricane.

Shares of T. Rowe Price Group Inc. took a beating in Thursday's market after the Baltimore money manager reported fourth - quarter results that included the outflow of $ 5 billion in clients» investments.Shares in the Baltimore - based money management firm...

Volunteers from the Baltimore - based money management firm regularly visit the Jesuit boys» school throughout the year to teach students how to open savings accounts, balance checkbooks and understand the taxes they'll soon have to pay.

Volunteers from the Baltimore - based money management firm regularly visit the Jesuit boys»...

The board of directors of T. Rowe Price Group approved adding another 10 million shares to it stock repurchase plan, expanding that program to 21 million shares, the Baltimore - based money management firm announced Thursday.

Edward C. Bernard, T. Rowe Price Group's vice chairman, will retire at the end of the year, the Baltimore - based money management firm announced Wednesday.

Not exact matches

While some hit the stores the day after Thanksgiving, Justine Lackey, president of Briarcliff Manor, N.Y. - based Good Cents Bookkeeping, a money - management firm for entrepreneurs, has another tradition.

The Brooklyn, N.Y., firm is establishing a web - based financial system that will offer free ATMs, automated money management, smartphone bank deposits and free online bill payment with what the firm claims are no hidden fees and far lower costs than traditional banks.

The firm offers Web - based money - management services.

Multicoin Capital, a U.S. - based asset management firm focused on cryptocurrencies, raised money in a round of funding that included a bunch of...

Both firms are based in Montreal and have interests in insurance, money - management, and many other businesses.

Paul A. Merriman is the founder of Merriman Wealth Management, a Seattle - based investment advisory firm, he is the author of numerous books on investing, including «Financial Fitness Forever,» «Live It Up Without Outliving Your Money,» and the new How To Invest series, free at his website.

Both firms are based in Montreal and have interests in insurance, money - management and a slew of other businesses.

The growth of software - based asset management firms that help individuals minimize fee expenses, such as FeeX, don't even bother projecting potential returns for actively managed funds, instead pointing out to consumers how much money they can save on fees by investing in low - cost index funds.

Dallas, Texas About Blog Sizemore Capital Management is a fee - based Registered Investment Advisory firm based in Dallas, Texas offering investment planning and money management services to individuals, families and insManagement is a fee - based Registered Investment Advisory firm based in Dallas, Texas offering investment planning and money management services to individuals, families and insmanagement services to individuals, families and institutions.

The robust analytics that workflow technology produces makes all this possible and allows firm operations management to make fact - based firm - wide decisions that will improve processes, streamline operations, save money and meet client SLAs.

Sam Glover: Well and let's be clear, like most law firms needs can be met in a variety of ways and at a variety of price points and so there's nothing unethical about saying, «Hey you should use this on premise server based system that's going to cost a certain amount of money and make that IT consultant a lot of money,» and we're going to try to steer you away from this cloud based practice management software that doesn't make us any money, because they'll both meet your needs just fine.

While television ads guarantee eyeballs and can be segmented based on audience demographics, the main problems are 1) it is exceedingly difficult to track the effectiveness of television ad campaigns, and most relatively effective methods require small law firms to spend even more money, and 2) depending on your area of practice, television ads can work nightmares for reputation management.

A line of credit is relatively cheap money, and it can enable the firm to maintain partner distributions on a more regular basis or run its cash management closer to a zero balance, often for the purpose of enabling higher draws to partners during the year.

Law firms can actually make money on a project basis by properly using technological change, pricing, and proper management.

Big Money According to the Boston - based investment management company's February report, the private and independent firm is officially considering including cryptocurrencies in some portfolios, as its systems were recently upgraded to enable trading in Bitcoin derivatives.

Dallas, Texas About Blog Sizemore Capital Management is a fee - based Registered Investment Advisory firm based in Dallas, Texas offering investment planning and money management services to individuals, families and insManagement is a fee - based Registered Investment Advisory firm based in Dallas, Texas offering investment planning and money management services to individuals, families and insmanagement services to individuals, families and institutions.

Professional Duties & Responsibilities Served as operations manager for $ 7 billion wealth management firm Oversaw 75 employees and approximately 15,000 client accounts Restructured new account operations reducing expenses by $ 120,000 annually Implemented new procedures for trading, marketing, and new account operations increasing company efficiency by 200 % Processed new accounts, terminations, transfers, and account registration changes for individual taxable accounts, trusts, IRA's, pension plans, endowments, foundations, and Taft - Hartley plans Created and ran performance, tax, and cost basis reports Oversaw SEC compliance and performance reporting for numerous funds Generated significant new client accounts and provided quality customers service ensuring repeat business and customer satisfaction Created marketing and sales collateral for company presentations Assisted in creation of client relationship and project management software Aided Federal Department of the Treasury for money laundering in the Financial Crimes Enforcement Network

Dallas, Texas About Blog Sizemore Capital Management is a fee - based Registered Investment Advisory firm based in Dallas, Texas offering investment planning and money management services to individuals, families and insManagement is a fee - based Registered Investment Advisory firm based in Dallas, Texas offering investment planning and money management services to individuals, families and insmanagement services to individuals, families and institutions.