Sentences with phrase «customized investment management strategies»
Not exact matches
Provides access to a network of registered investment advisors that can provide customized wealth management and investment strategies.
https://www.fidelity.com/
IFA offers customized investment management and portfolio strategies alongside online planning and referral services for a better overall client experience.
Ropes Wealth Advisors seeks to enhance the wealth and legacy of individuals, families and the institutions it serves, offering investment management and financial planning services that are customized and unbiased and seamlessly integrated with a client's overall wealth management goals and strategies.
Provides access to a network of registered investment advisors that can provide customized wealth management and investment strategies.
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