Sentences with phrase «discretionary money managers»

Investors who have discretionary money managers might want to check with them about both the fees and tax consequences of selling everything.

Not exact matches

Any references to «we,» «us,» or «our» refer to the investment professionals associated with one or more of the following entities: the Investment Manager for your managed account will be Strategic Advisers, Inc., a registered investment adviser and a Fidelity Investments company; your Investment Manager is responsible for ongoing monitoring and oversight of your account; the Investment Manager has engaged Fidelity Investments Money Management, Inc. (FIMM) to provide the day - to - day discretionary management of your account, including investment selection and trade execution, subject to the Investment Manager's oversight and monitoring.

Tudor also created a role for one of its partner - level money managers in London as head of discretionary trading technology.

As predicted by Mindful Money, the social news and knowledge network for investors and savers published in the UK, the RDR was likely going to increase the use of discretionary managers.

Accountants and estate lawyers have contacts with money managers, as many of their clients use the services of discretionary investment managers.