Sentences with phrase «for affluent investors»

To narrow down the top five Power Markets to Watch for Buyers and Sellers, as well as other key trends for affluent investors, the Coldwell Banker Global Luxury program collaborated with The Institute for Luxury Home Marketing to analyze the top 5 percent and 10 percent of active and sold listings in 2017.

A growing chorus of fixed income advisors are warning that the so - called SALT deductions passed by Congress are likely to blunt the appeal of certain types of municipal bond funds for affluent investors.

Bellwether Investment Management Inc. is a boutique investment manager that offers tailored investment solutions for affluent investors, foundations, estates and trusts utilizing its proprietary «Disciplined Dividend Growth» Investment Process.

After eighteen months and a significant capital investment in research, and development, Bellwether launched a series of investment solutions based on our «Disciplined Dividend Growth» investment process for affluent investors.

Not exact matches

Having had considerable year's investment experience collectively, Bellwether's partners understand the complexities faced by affluent investors and the absolute need for a «Tailored Solutions» approach to managing their investments.

While the size of Canada's Banks does provide the security that investors are looking for, they may not provide the level of service and tailored solutions that affluent investors need and deserve.

For many mass - affluent investors, advisor Staley believes the new tax revisions will prove beneficial since standard deduction totals are being doubled.

Results for affluent Canadians — household decision - makers with an income of $ 75,000 + and investable assets of 100,000 + — are similar to younger investors who are significantly more likely to provide high Investor Sentiment Index scores.

TORONTO — Four in ten (43 per cent) of the affluent millennials surveyed believe they will have more than enough income when they retire, despite putting saving for retirement near the bottom of their priorities, according to the most recent Manulife Investor Sentiment Index.

Usually perceived as unregulated, risky investment vehicles for the most affluent investors, the truth is a little more complicated.

Fidelity is marketing this style of UMA to affluent investors who are looking for «a single diversified portfolio that can be personalized to meet their individual needs while at the same time optimizing risk management and after - tax returns.»

Conduct of valuations on behalf of national and / or international institutional investors, renowned investors from Serbia and abroad and affluent individuals for balance sheet reasons, for purchase and sale decisions and the support of IPOs and other capital market requirements.