Sentences with phrase «by tailoring investments»

We'll give you the highest level of service and attention by tailoring investments to your individual situation.

Not exact matches

Having had considerable year's investment experience collectively, Bellwether's partners understand the complexities faced by affluent investors and the absolute need for a «Tailored Solutions» approach to managing their investments.

Your portfolio is managed by tailoring a tax - and fee - efficient mix of both in - house investment management and best - in - class, third - party solutions built with your unique situation in mind.

KKR Capital Markets (KCM) supports our firm, portfolio companies, and clients by providing tailored capital markets advice and developing and implementing both traditional and nontraditional capital solutions for investments and companies seeking financing.

Our areas of expertise are in Investment Banking, Wealth Management and Corporate Advisory and we serve a wide range of clients, including high net worth individuals, family offices and small to medium sized regional businesses.We are valued by clients across the Middle East for our full spectrum capital markets offerings and for the extensive, global experience of our Board and the management team.We are respected for our commitment to building long - standing and successful relationships with our clients and for delivering services that are tailored to their individual needs and requirements.We understand the importance of integrity in promoting and building sustainable businesses and in cultivating personal relationships with all stakeholders, and are committed to generating value for our clients.Morgan Gatsby is regulated by the Dubai Financial Services Authority («DFSA») and is owned by Essel Group ME («EGME»), which is pending authorization.

While this isn't a huge investment (a full - page ad set him back several thousand dollars), this move was described by two different people as a «pre-emptive» strike by the Democratic councilman — just in case anyone hasn't yet gotten the message that he intends to run, either for Sen. Carl Kruger's seat, assuming Kruger 1) is convicted of a felony in his corruption trial, which is scheduled to start Jan. 17, or 2) resigns as part of a plea deal; or for the so - called «super» Jewish district Senate Republicans are dreaming of having tailor - made for Fidler's former Council colleague, Simcha Felder.

For superior results and a tailored program designed to suit your needs or condition, clinical Pilates, guided by a physiotherapist, is a great investment into your health.

Schools and districts are maximizing professional development (PD) investments — estimated at $ 18,000 per teacher in some districts — by using technology to manage and measure the impact of teacher evaluations, as well as tailor PD efforts.

After an author spends time and money to write and produce a book, a smart investment is to prepare for any media opportunity by investing in author - specific media relations training, tailored to the author's book.

When you work with us, you'll get a tailored investment approach carefully monitored by a team of specialists — all for a low, affordable fee that never changes.

Santander Investment Services A Santander Investment Services Financial Consultant will provide you with personalized strategies to help you make decisions to meet both short - and long - term goals by creating an investment strategy tailored to your needs and risk Investment Services A Santander Investment Services Financial Consultant will provide you with personalized strategies to help you make decisions to meet both short - and long - term goals by creating an investment strategy tailored to your needs and risk Investment Services Financial Consultant will provide you with personalized strategies to help you make decisions to meet both short - and long - term goals by creating an investment strategy tailored to your needs and risk investment strategy tailored to your needs and risk tolerance.

Offered by the New Jersey HESAA, with Franklin Templeton Distributors, Inc. serving as the program manager since 2003, the plans offer low minimum initial contributions of $ 25 for NJBEST and $ 50 for Franklin Templeton 529 College Savings Plan, and provide an affordable way for families in New Jersey and across the nation to save for college expenses through a variety of investment strategies that can be tailored to their specific needs.

Doing so permits Account Owners to tailor investments to their specific investment needs and objectives that may not be met by the broader Asset Allocation Investmeninvestment needs and objectives that may not be met by the broader Asset Allocation InvestmentInvestment Options.

Bespoke Investment Group applies this same «tailored» concept to individually managed accounts by starting with YOU.

Aaron helps firms capitalize on their technology investments by tailoring workflows to their needs, and his training as an attorney gives him legal - specific insight into best practices solutions.

Our investment management attorneys work collaboratively with our clients through the fund formation process by tailoring our services to their business goals, ranging from the needs of an established manager that is expanding its existing platform to add strategies or grow its investor base through the needs of an emerging manager launching its first fund.

Evaluated investment strategies tailored to minimize portfolio and concentrated stock risk by utilizing asset allocation models, risk / return metrics, correlations, and market value projections.

Financial Manager — Duties & Responsibilities Manage daily operations, sales, and customer service activities for multiple financial institutions Oversee company expansion and branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and project timelines

Professional Experience Chase Investment Services (Charleston, WV) 06/2008 — Present Financial Advisor • Served as Financial Advisor for multiple branches with financial books ranging from $ 12M to $ 50M • Consistently promoted and given additional responsibility due to successful financial management • Exceeded corporate earnings projections through effective market analysis and sales tactics • Increased primary branch sales by 497 % and net cash flow 539 % • Increased secondary brand sales by 118 % and net cash flow by 108 % • Crafted comprehensive financial plans tailored to individual goals and values