Sentences with phrase «diligence by our advisors»

After thorough due diligence by our advisors and ourselves, we will also make these rare and usually unavailable deals available to our members.

Not exact matches

America's Top Women Wealth Advisors ranking was developed by SHOOK Research and is based on in - person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms.
It would also allow clients extra time to create and maintain a detailed record of all CASL compliance efforts which has been undertaken by the organization that may be used to establish a credible due - diligence defense, and «another thing they should be thinking about is establishing a litigation response team, having a written plan where they know internal personel, external advisors, who can respond to CASL complaints and private litigation and other type of regulatory enforcement or law suits.»
In 1994, REIAC formed a Southeast regional chapter based in Atlanta led and founded by Jerry Monash, president of Lancet Realty Advisors Inc., an acquisition, underwriting and due diligence firm.
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