Sentences with phrase «discretionary portfolio»
A discretionary portfolio is an investment account where the investment decisions are made by a professional portfolio manager on behalf of the investor. In simpler terms, it means that someone else is managing your investment money for you. Full definition
One was a private investment counselor, the other a broker who also provided discretionary portfolio management.
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In 2015, we extended our offering to build partnerships with fee - based financial advisors, discretionary portfolio managers and investment counsel firms through an F - series suite of funds.
He manages discretionary portfolios and assists clients with trust and estate matters.
It also manufactures and manages equity and money market funds as well as offering discretionary portfolio management.
Do they offer discretionary portfolio management — meaning they will actively manage a portfolio of stocks, bonds and other securities for you?
Most recently, Mr. Tonietto managed discretionary portfolios for high net worth individuals and families.
Ally Invest Advisors» primary focus is to provide discretionary portfolio management services to our clients» via our online investment services offering.
Rather than just advising you, investment counselors — also called portfolio managers — make the actual day - to - day decisions on what securities to buy and sell, which is known as discretionary portfolio management.
Prior to joining Bellwether in November 2008, Bill was associated with Valern Investment Management Inc. in Oakville, Ontario, where he specialized in private client discretionary portfolio management.
Indeed, many clients have distinct core income portfolios that follow empirically based dynamic distribution policies, as well as distinct discretionary portfolios where they make all the decision rules.
At the end of the year, his King's College discretionary portfolio was down 40.1 percent.
Discretionary portfolios opened on behalf of an investor and overseen by an appointed asset manager.
An additional benefit is that the fees charged by those licensed to undertake discretionary portfolio management are tax deductible so it may be worth exploring if that is the case with your existing adviser or investment manager.
I'd probably opt for a private, independent investment firm over a bank because — in my opinion — their size allows them to be more nimble and provide more value compared to the surprisingly index - like discretionary portfolios the banks often build.
archerETF Portfolio Management is a division of Bellwether Investment Management, an Ontario firm registered as a «Discretionary Portfolio Manager» with the Ontario Securities Commission.
Mr. Kleinschmidt joined Tocqueville in 1991 and manages discretionary portfolios for institutional, individual and family clients.
Independent financial advisors often also work in teams and refer to a portfolio manager who can provide discretionary portfolio management for their clients» portfolios.
Mr. Wang joined Tocqueville in 2009 and manages discretionary portfolios.
The online advice model available to Ontario investors provides discretionary portfolio management.
Mr. Jain, added, «The regulatory responsibilities of a discretionary portfolio manager are significant and growing.
© 2011 archerETF Portfolio Management is a division of Bellwether Investment Management, a discretionary portfolio manager registered with the Ontario Securities Commission.
Our team partners with fee - based financial advisors and discretionary portfolio managers to provide Leith Wheeler F - series solutions for their clients.
Prior to joining Airbus, Julien was an Investor at J.P. Morgan Asset Management, where he oversaw multi asset - class investments within advisory and discretionary portfolio for privately - owned corporations, non-profit organizations, and UHNW families.
CWB Wealth Management provides discretionary portfolio management and investment advisory services, as well as a range of wealth management and financial planning products and services.
A top - tier global private bank is looking to hire a Discretionary Portfolio Counsellor to join their existing team, based in Singapore.
When Keynes assumed authority over the endowment fund at King's College in 1921, the fund was severely constrained by the Trustee Act, so he persuaded the College Fellows to separate a part of it into a discretionary portfolio over which he had complete control.
Karey provides investment advice to individual investors and discretionary portfolio management for Private Clients.
Some brokers are specially licensed to provide «discretionary portfolio management,» which means that they can buy and sell securities in your account without your explicit permission.
Discretionary portfolio managers must have either the well - regarded Chartered Financial Analyst (CFA) designation, or the less - rigorous but still respected CIM.
She has her Canadian Investment Manager (CIM) designation and is licensed to provide discretionary portfolio management.
As it stands, Gross says, you can't be assured an adviser will put your interests first unless you're dealing with a discretionary portfolio manager who has a special licensing arrangement and is a true fiduciary — a type of professional only the wealthy have access to right now.
He persuaded the college to liberate part of its endowment from its traditional, highly conservative strictures, and it is this «Discretionary Portfolio» which has been tracked by David Chambers and Elroy Dimson of Cambridge's Judge Business School.
This approach paid off handsomely, dragging Keynes's lifetime track record with the Discretionary Portfolio up to a 16 per cent annual return, well above the 10.4 per cent of the market as a whole.
By August 1929, the Discretionary Portfolio lagged behind the UK equity market by a cumulative 17.2 per cent.
4 The Private Investment Management service is a discretionary portfolio management service offered by HSBC Private Wealth Services (Canada) Inc..
Private Investment Management is a discretionary portfolio management service offered by HSBC Private Wealth Services (Canada) Inc..
3The Private Investment Management service is a discretionary portfolio management service offered by HSBC Private Wealth Services (Canada) Inc. (HPWS).
3Private Investment Management is a discretionary portfolio management service offered by HSBC Private Wealth Services (Canada) Inc. 4Eligibility for HSBC Premier is subject to meeting qualification requirements.
This could mean do - it - yourself (DIY) at one end of the extreme and a discretionary portfolio manager at the other, with many options in between.
Throughout that 18 - year period, while the UK stock market fell 15 percent, and the US market fell 21 percent, the discretionary portfolio he managed on behalf of King's College, Cambridge grew fivefold.
If you have more than $ 250,000, a discretionary portfolio manager may be a good fit.
One mutual fund that's been consistently rated as one of the top consumer discretionary plays is Fidelity's Select Consumer Discretionary Portfolio (FSCPX).
Understanding portfolio performance, whether for a self - managed, discretionary portfolio or a non-discretionary portfolio, is vital to determining whether the portfolio strategy is working or...
Katherine Shaw assumed portfolio management responsibilities on Fidelity Select Consumer Discretionary Portfolio, Fidelity Advisor (FA) Consumer Discretionary Fund, and Fidelity VIP Consumer Discretionary portfolio.