Sentences with phrase «clients meet their investment goals»

Our success hinges on helping our clients meet their investment goals while providing exceptional client service.

Not exact matches

With over 700 exchange - traded funds (ETFs) globally and more than $ 1 trillion in assets under management, iShares helps clients around the world build the core of their portfolios, meet specific investment goals and implement views.

A leading ETF provider since 1997, iShares is one of the most respected names in the industry with more than 800 ETFs globally and $ 1.5 trillion in assets under management.1 Clients around the world trust iShares to build the foundations of their portfolios, meet specific investment goals and implement market views.

We work to gain a clear understanding of our clients» investment strategies, goals, and objectives, which allows us to conduct a consultative approach to capital development, including providing assistance in assessing our clients» marketing materials, critiquing their investment presentations, preparing them for investor meetings, and opining on their overall marketing strategy.

As an independent firm, we do not sell or promote any investment or insurance product; we rely on segment - skilled managers to deliver research - driven strategies tailored to meet each client's unique goals.

He researches timely investment topics and produces market updates, special reports, white papers, podcasts, and webcasts that articulate strategies for clients to help them meet their long - term financial goals.

Because we can work with clients on a fee - only basis, we can complete a financial review of your current investments and financial situation to determine if you are on the right path to meet your goals.

Our primary focus in investment management is to offer our clients innovative products and solutions to help them meet their investment goals.

In order to help each client meet his or her financial goal, we base our process on a personalized approach using a range of investment strategies.

This approach ensures that the client's needs are paramount, and ties our financial incentive to meeting your investment goals.

Chautauqua Capital Management's International Growth and Global Growth Strategies are designed to meet the specific investment and financial goals of a variety of clients, institutions and groups including, but not limited to:

You'll see that his answer provides insight into how Sun Life Investment Management harnesses over 150 years of investment experience to differentiate itself in a yield - starved market, and is driven to meet the challenging goal of adding alpha to client pInvestment Management harnesses over 150 years of investment experience to differentiate itself in a yield - starved market, and is driven to meet the challenging goal of adding alpha to client pinvestment experience to differentiate itself in a yield - starved market, and is driven to meet the challenging goal of adding alpha to client portfolios.

Our philosophy is to provide personalized investment management to meet long - term goals in a style that considers all client objectives and expectations.

BlackRock helps clients meet their goals and overcome challenges with a range of products that include separate accounts, mutual funds, iShares ® (exchange - traded funds), and other pooled investment vehicles.

We offer a broad array of investment advisory and asset services specifically designed to help institutional clients meet their organization's financial goals.

To help our clients navigate such complexities, we leverage the products and services of HSBC Securities» portfolio of solutions - designed to meet a variety of investment goals and risk profiles.

With over 700 funds globally across multiple asset classes and strategies and more than US$ 1 trillion in assets under management as of December 31, 2015, iShares helps clients around the world build the core of their portfolios, meet specific investment goals and implement market views.

We help our clients meet these and other goals; clients ranging from banks and credit card companies to consumer finance firms and investment funds.

Client Service Successfully gathered relevant information from wealthy clients with significant holdings to ensure they met investment criteria and created retention and asset gathering goals by engaging Potential clients in a wide - ranging exploration of client's level of knowledge, financial objectives, current planning practices and confidence level with current outside adClient Service Successfully gathered relevant information from wealthy clients with significant holdings to ensure they met investment criteria and created retention and asset gathering goals by engaging Potential clients in a wide - ranging exploration of client's level of knowledge, financial objectives, current planning practices and confidence level with current outside adclient's level of knowledge, financial objectives, current planning practices and confidence level with current outside advisor.

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

So how do you help these clients meet their real estate goals and get a great return on their initial investments?

Phoebe's goal is to always help her clients make informed and well - educated investment decisions which will meet their short as well as long - term goals.

This study considers using an HECM Saver reverse mortgage as a risk management tool in conjunction with a two - bucket investment strategy, coined the standby reverse mortgage strategy (or SRM), in order to increase the probability a client will be able to meet predetermined retirement goals.

She will share her knowledge of commercial real estate and capital markets with clients to provide custom - tailored financing structures to help them meet their investment goals.

The Solutions Managers have a number of functions, including: assessing investors» investment goals, guiding them to assets that meet those goals, facilitating the interaction between ILMs and clients, and overseeing the entire investment process.