Not exact matches
The
strategy is to deliver a wide array of financial solutions providing advice on capital structure, acquisition finance, ratings,
debt issuance, structured finance, and the
management of currency, as
well as interest rate risk.
But as even he has discovered, many of these investors may still need some help or guidance in choosing ETFs, settling on an appropriate asset allocation, rebalancing or even with financial issues that go
well beyond managing investment portfolios — more holistic challenges like tax - efficient withdrawal
strategies, insurance and estate planning,
debt management and the like.
They will coach you in ways you can improve your credit status, provide
debt management strategies, teach you how to protect yourself against identity theft or how to repair the damage if you have already been victimized, as
well as other skills to get your financial life in the
best shape possible.
The survey reveals 84 % of companies now have financial security programs, such as access to
debt management tools or student loan counseling, in their
well - being
strategies, an increase from 76 % last year.
He is responsible for the day - to - day
management of PCCP's
debt business, which includes implementation of fund and individual client
strategies as
well as portfolio
management.