Sentences with phrase «client assets during»

Key elements of the Fund's strategy include: > No reliance on market timing or stock selection > Designed to seek consistent returns > Aims to protect client assets during market downturns > Always hedged, all the time, using put options

Key strategy elements to each of the Defined Risk Funds include: > No reliance on market timing or stock selection > Designed to seek consistent returns > Aims to protect client assets during market downturns > Always hedged, all the time, using put options

Not exact matches

One of her clients, she said, made the critical mistake of giving his girlfriend partial control of his assets during his lifetime.

Our training program, by my estimation, was 90 % focused on closing sales techniques to capture AUM (Assets Under Management) and block and bridge techniques to overcome client objections during the closing process versus the development of any real strategic investing acumen.

In the introductory text for Part I of their 2016 book, Adaptive Asset Allocation: Dynamic Global Porfolios to Profit in Good Times — and Bad, Adam Butler, Michael Philbrick and Rodrigo Gordillo state: ``... we have come to stand for something square and real, a true Iron Law of Wealth Management: We would rather lose half our clients during a raging bull market than half of our clients» money during a vicious bear market.

To keep their clients invested during dips, Wealthsimple invests some money in assets that grow slower but have less negative volatility.

I had a client during my financial advisor days who spread his assets among five different banks and called himself diversified.

«It sets you apart,» said Cordoba, who noted that his clients» portfolios gained between 10 and 30 percent during the bear market because they included non-traditional assets.

The purpose of MarketVANE is to reduce our clients» exposure to risk assets during a steep selloff, thereby cutting off the downside and creating more consistency in portfolio returns.

While all asset managers will see AUMs, sales, and profits collapse during bear markets, Franklin is especially at risk because 73 % of its business is retail, rather than institutional or high - net worth clients.

of total client assets in the several years leading up to the 2000 market peak, and John Hussman has experienced similar investor attrition over the last few years as his valuation models have kept him largely on the sidelines during the market's current bull market run.

Louisville attorney Louis P. Winner, is dedicated to protecting the rights and best interests of clients during high - asset divorce cases.

«During his legal career, Sarhan represented clients in diverse transactions including private equity and venture capital financings, mergers and acquisitions, and numerous other transactions involving significant intellectual property assets, including the sale of a well - known US publishing business with considerable copyright assets to a major European publisher and the negotiation of a foreign joint venture for a popular online portal.»

Whether their business client is taking preventative legal steps or protecting its reputation and assets during litigation, the experienced New Orleans insurance bad faith attorneys know that successful work starts with open and personal client relationships based on mutual trust.

Whether their business client is taking preventative legal steps or protecting its reputation and assets during litigation, these experienced Cleveland insurance defense attorneys know that successful work starts with open and personal client relationships based on mutual trust.

We have over 20 years of combined experience helping our clients obtain or retain their fair share of the marital assets during a divorce.

CRA has extensive experience advising multinational clients on the value of their intellectual property, technology, trade names, and other intangible assets during transfer pricing proceedings.

At the law office of Stephen T. Holman, P.A., in Pensacola, we assist our clients with property division and asset protection during the divorce process.

Our senior clients can enjoy their property during their retirement and then transfer assets seamlessly to their heirs.

This industry expertise and hands - on background in change management during technology adoptions makes him an important asset for our law firm clients.

Whether their business client is taking preventative legal steps or protecting its reputation and assets during litigation, the experienced San Diego insurance bad faith defense attorneys know that successful work starts with open and personal client relationships based on mutual trust.

We carried out legal due diligence of the assets, took an active role in the development of the comprehensive transaction structure, and prepared transaction documents, as well as supporting the client during the completion of the acquisition procedures, and coordinating work in several jurisdictions.

«After hours of speculation, Coincheck Inc. co-founder Yusuke Otsuka said during a late - night press conference at the Tokyo Stock Exchange that the company didn't know how the 500 million tokens went missing, but the firm is working to ensure the safety of all client assets,» Bloomberg reports.

BANKEX has already secured its first institutional asset client with MovieCoin, who targets a $ 100M raise during 2018.

In Mediation, both client's meet with a divorce attorney who serves as a neutral Mediator to assist the couple in arriving at a full - settlement related to support, equitable distribution of assets acquired during the marriage and custody and timesharing, if applicable.

The most common mistakes attorneys and clients make during a divorce include not considering the tax consequences of a settlement, allowing family and friends to interfere with decisions, allowing emotions to dictate decisions, forgetting you may need cash after the divorce, not securing divorce payments with insurance, trying to hide facts or assets, quitting a job to get more child support or alimony, failing to prepare for settlement negotiations or mediation, dating during a divorce, putting the children in the middle of the divorce, getting emotionally attached to an assets, and neglecting post-divorce financial planning.

Common divorce mistakes clients make include forgetting about taxes, allowing friends and family to influence them, letting your emotions control your decisions, not considering the liquidity of assets you receive in the divorce, not securing support payments with insurance, trying to hide assets, quitting work to get more support, not being prepared for settlement negotiations or mediation, dating during the divorce, using the children as bargaining chips, getting emotionally attached to assets, and neglecting post-divorce financial planning.

• The divorce process • Debt and divorce • Discovery • Taxes and divorce • Property division • Child custody • Child support • Domestic violence • Grandparent's rights • Mediation • Collaborative Divorce • Adoption • Assets and debts • Attorney - client relationships • Prenuptial, postnuptial agreements But you could write about subjects in which you also have expertise, even though they're not strictly divorce - related: • Dealing with stress • Negotiation • How to take care of yourself during a divorce Etc..

During his 12 years at Morgan Stanley, Mr. Gronning gained global transaction and capital markets experience and had financial responsibility for a $ 13 billion asset portfolio, serving more than 100 institutional clients.

Commenting on the Phoenix office success in closing so many high - profile transactions during the quarter, Mr. Harrington said, «The second quarter offered a window where rates were very attractive, we identified aggressive sources of capital for each class of assets and executed quickly to secure the best terms for our clients.»

During Mr. Morse's tenure, Citigroup was awarded the «Best Bank in Asia» award annually by FinanceAsia, EuroMoney and The Asset magazines and in selected client surveys.

During her time at RPS, she has assisted various clients in evaluating potential real estate transactions, as well as developing and managing contaminated real estate assets.