Sentences with phrase «customize your investment strategy in»

Variable annuities can offer you a wide array of different investment options that allow you to customize your investment strategy in order to meet your needs, as well as your specific risk tolerance.

Not exact matches

We provide a customized investment solution to clients in need of a targeted investment program, as well as discretionary strategies to assist clients in building investment programs based on the University Endowment Model.

In this capacity, he participates in the research process and strategy discussions, customizes portfolios to client objectives and guidelines and communicates the portfolios» investment policy, strategy and tacticIn this capacity, he participates in the research process and strategy discussions, customizes portfolios to client objectives and guidelines and communicates the portfolios» investment policy, strategy and tacticin the research process and strategy discussions, customizes portfolios to client objectives and guidelines and communicates the portfolios» investment policy, strategy and tactics.

IP then hired NISA Investment Advisors in St. Louis to manage a customized strategy that uses derivatives.

Are you able to provide the time investment required to promote, in partnership with Girl on the Write Publishing, and support a customized marketing / promo strategy for your book?

Since every policy is customized, individuals investing in PPLI can seek out providers whose investment strategies align well with their own financial goals.

Variable Annuities: These offer a wide array of investment options allowing you to customize your investment strategy, in order to successfully meet your needs and risk tolerance.

My demonstrated success in advising companies on customized, effective investment strategies — along with my expertise in diverse financial trends and tools — positions me to make a significant and positive impact on your organization.

Looking for a trust assistant position with an investment banking company to assist in the preparation and implementation of customized investment strategies for clients.

Merrill Lynch (Hopewell, NJ) 01/2010 — 12/2010 Performance Analyst • Analyzed and validated over 45comprehensive client portfolios consisting of a variety of investment vehicles • Calculated and adjusted client portfolio data using tools such as Performance Measurement Calculator, Rage Framework and Microsoft Excel (Pivot tables, Macros) • Assisted in the creation of customized wealth management reports to assist strategy development of Financial Advisors