Sentences with phrase «clients protect their assets»

For over 20 years, Keith Collins, Inc. helped clients protect their assets and maximize their retirement income in the Central Massachusetts area.

For example, estate planning helps clients protect their assets, and contracts help reduce the risk of facing lawsuits or liability in the future.

The commercial umbrella insurance offered by the company helps clients protect their assets by providing liability limits above and beyond their other policies.

Not exact matches

Not only will this make you legitimate in the eyes of clients, but incorporating makes it easier to raise capital, protects your personal assets and provides tax benefits.

Daniel has prioritized technology investments across J.P. Morgan, from cutting edge e-trading and mobile technologies, to a wholesale payments business that processes $ 5 trillion a day and a custody business that protects, monitors and grows more than $ 23 trillion in assets for clients.

The most important means of protecting a client's investments is to have a third party custodian hold them, who in turn segregates the investments from their own assets.

Some people think that it is the best taxable situation for a client, and others think that all trusts protect assets.

In order to assure our clients and prospective clients that the assets they invest with us are protected from such scams, we have set forth below various key safeguards in place at South Texas Money Management, Ltd. (STMM) that protect our clients.

Our experienced wealth advisors help our clients protect and grow their financial assets for tomorrow by enabling them to make careful financial decisions today.

So today we're pleased to introduce the itBit Trust Company, the custodian of our clients» assets, ensuring they are protected under the highest possible standard of care.

Through our unique programs such as the GP Wealth Signature Service Account and our Personal Advisory Service, we continually monitor our clients» portfolios to protect their assets while maximizing opportunities for growth.

The firm represents $ 2.5 billion in assets under advisement, and its family office supports all aspects of sudden wealth events so their clients can confidently get on with their life's pursuits as PagnatoKarp seeks to preserve and protect their wealth.

They work strategically to protect and grow our clients» assets, carefully considering external forces that affect the markets, as well as each portfolio's risk - reward ratio.

SIPC protects the client assets of its member firms.

PagnatoKarp adheres to strict True Fiduciary ™ Standards to protect clients» capital and provide custom strategies that address safety of assets, simplicity, and cost.

Horizons Wealth Management specializes in providing objective and comprehensive financial planning to help our clients build, manage, grow, and protect their assets through life's transitions.

Along with my colleagues, I help clients by assessing whether they can obtain a patent, searching patent and scientific databases, developing strategies for protecting intellectual property assets, drafting patent applications, coordinating worldwide prosecution of the application, preparing licensing agreements, obtaining financing, commercializing the invention, and enforcing its patents against its competitors.

Andrews is joint owner of Data IQ, which was formed in 1996 and specialises in «data governance, research, audit and advisory services and technologies to firstly de-risk data assets and once protected help our clients use their data to drive business performance.»

Andrews is the joint owner of Data IQ, which was formed in 1996 and specialises in «data governance, research, audit and advisory services and technologies to firstly de-risk data assets and once protected help our clients use their data to drive business performance.»

Protector EssentialSM individual disability income insurance is an affordable way to protect your clients» assets after a disabling injury or illness.

Principal Financial Group works with its clients to build, protect and advance each clients financial health via insurance, asset management, retirement solutions.

Client assets at Virtual Brokers are better protected than at other online brokerages.

Broussard Financial Group, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions.

Patricia specializes in providing objective financial planning and asset management to help clients build, manage, grow, and protect their assets through life's transitions.»

Munro provides highly personal service to clients all over North and South Carolina, helping them to identify tax savings through various safe financial products, and utilizing the various tax strategies available to seniors to protect their assets.

We know we can not predict with confidence the short term direction of the market, but we will try and protect clients from major bear markets with asset allocation changes within pre-defined ranges.

We focus first on protecting, then on growing our clients» assets through absolute - return investment strategies, aimed at succeeding in both, up and down markets.

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

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

If you love lots of planning, this is beneficial for this job as well, because you will need to plan short but also investment programs on the long run to protect and expand financial assets for wealthy clients.

See how our suite of benefits can help protect your clients» assets at the most crucial stage of their lives.

The MFDA protects assets and cash you have invested, up to $ 1,000,000 per client accountAccount An agreement you make with a financial institution to handle your money.

But at its core, a wealth manager helps a client build an investment portfolio to protect and expand their assets and to prepare for their current and future financial needs.

We've written previously about the importance of such a Covenant to protect the clinic's most valuable asset, its clients, and of the importance to be certain that such a Covenant is carefully drafted to be enforceable under Wisconsin's strict rules.

Lipson Neilson Shareholder Sandra Glazier to Speak on «Attorneys» Roles and Responsibilities in Protecting Aging Clients and Their Assets» at the American Bar Association's National Spring Symposia for the Section of Real Property, Trust and Estate Law

Founded by Christopher and Tonia Irion, e-Cycle's mission is to protect our clients by providing easy, profitable and responsible solutions to secure data, recover wireless assets and safeguard...

They're also looking for absolute security and privacy in the cloud, to ensure their most important asset — client trust — is protected.

As a partner in the Business Litigation group, Tony helps clients overcome legal obstacles in order to protect their assets and manage litigation risk in pursuit of their strategic goals.

Regardless of the nature of our client, our emphasis remains the same — protecting the valuable assets that embody intellectual property in all its forms.

Anthony J. Rospert (Business Litigation - Cleveland)- Rospert helps clients overcome legal obstacles in order to protect their assets and manage litigation risk in pursuit of their strategic goals.

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

(Business Litigation - Cleveland)- Rospert helps clients overcome legal obstacles in order to protect their assets and manage litigation risk in pursuit of their strategic goals.

We ensure that our clients are fully informed of all aspects of a litigation, and with our counsel are able to make sound business decisions to protect their assets.

Firm profile A global law firm with more than 40 practice and industry groups dedicated to achieving our clients» most important goals, O'Melveny's lawyers work side by side with our clients to help them grow, protect their assets, and navigate complex law and regulation.

Shirley is a Partner in the Private Client department and specialises in advising individuals regarding estate planning to ensure that assets are protected in the event of their death or incapacity.

Usually, they have multiple debts or judgments against them, little or nothing in the way of assets, and they may file for bankruptcy to protect themselves from their malpracticed clients» lawsuits.

I lead the family team in Leeds and advise clients on how to protect family assets through cohabitation agreements and pre-nuptial agreements.

«Cybersecurity for In House Counsel: Protecting Your Digital Assets in Today's Threat Landscape,» presenter Haynes and Boone clients, January 22, 2015.

In business, there are many assets to protect including your inventions, upcoming marketing campaigns, proprietary equipment or processes, clients and financial information.

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.