Sentences with phrase «grow client assets»

Provided sound financial, insurance and wealth - management services to protect and grow client assets.

Not exact matches

The fast - growing company boasts clients like Major League Baseball, Adobe and 21st Century Fox, which was in the news Monday for reportedly having talks with Disney to sell the entertainment giant most of its assets.

Since then, the company has grown to oversee roughly $ 4.5 billion in client assets.

«We are moving forward with a continued sense of urgency on our four strategic priorities: narrowing our focus on clients, products, and geographies where we can grow profitably; driving for efficiency; growing through innovation and optimizing our data assets and client relationships; and returning excess capital to shareholders,» he added.

Daniel has prioritized technology investments across J.P. Morgan, from cutting edge e-trading and mobile technologies, to a wholesale payments business that processes $ 5 trillion a day and a custody business that protects, monitors and grows more than $ 23 trillion in assets for clients.

Over the next seven years, shareholders enjoyed a 500 % return as the firm grew its market cap from $ 700 million to $ 10 billion, and client assets reached $ 280 billion.

Client assets in the Advice and Wealth Management business grew as more clients pumped assets into fee - based investment advisory, or wrap, accounts.

Financial advisors who need brokerage services, such as a custodian for their clients» assets, technology to help them manage client portfolios, and practice management solutions to help them market and grow their businesses.

Our experienced wealth advisors help our clients protect and grow their financial assets for tomorrow by enabling them to make careful financial decisions today.

The company grew to more than 30,000 employees with 35 million clients and diversified into life insurance, banking, asset management, leasing and brokerage services.

Since he began co-running this global value fund eight years ago, the consistently strong returns have attracted a large client base and fund assets have grown to 660mn USD.

The GIC, a group of seasoned investment professionals who meet regularly to review the economic and political environment and asset allocation models for Morgan Stanley Wealth Management clients, expects the economy — as measured by gross domestic product, or GDP — to grow, but at below the rate to which we have become accustomed, based on prior second - stage recoveries; stock and bond returns will likely follow suit.

They work strategically to protect and grow our clients» assets, carefully considering external forces that affect the markets, as well as each portfolio's risk - reward ratio.

With growing numbers of clients with substantial portions of their assets in qualified retirement plans, it is more important than ever to understand how these unique accounts can affect their estate plans.

Since its founding by Joseph W. Berkery in 1983, Berkery Noyes has assisted corporate clients in their desire to grow through acquisition, divest non-core assets, and maximize shareholder returns through strategic transactions and restructurings.

At MWM, our client commitment is to preserve capital, manage risk, and grow your assets in an ever - changing global environment.

Horizons Wealth Management specializes in providing objective and comprehensive financial planning to help our clients build, manage, grow, and protect their assets through life's transitions.

All I can say is that our client retention ratio is very high and our assets under management are growing.

Even the top entertainers and sports stars rarely become super-rich unless they have an iron discipline, and hand over their excess assets to an honest and talented advisor, who shepherds them and grows them, and gives the client personal advice as needed.

To keep their clients invested during dips, Wealthsimple invests some money in assets that grow slower but have less negative volatility.

As Hylland Capital's assets under management grow, fees will come down (This business scales fairly well) and you, the client, will benefit.

Winning means keeping your clients happy by realizing low risk and great returns, slowly growing assets under management, while at the same time, not wasting / losing time and money trying to manage money.

Broussard Financial Group, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions.

Patricia specializes in providing objective financial planning and asset management to help clients build, manage, grow, and protect their assets through life's transitions.»

We focus first on protecting, then on growing our clients» assets through absolute - return investment strategies, aimed at succeeding in both, up and down markets.

These «investment innovators» are growing quickly, and, by some measures, to date this group of firms collectively manages more than $ 15 billion in client assets.

More than 85 % of the Schwab market cap index ETFs have expenses lower than 0.10 %, with an asset - weighted average expense ratio of just 0.05 %.1 As one of the largest and fastest growing ETF families, we are able to offer the broad market access and diverse options that clients seek — with some of the lowest expenses in the industry.

He stated that PWL Capital uses all ETFs for their high net worth (HNW) clients, and the company has now grown in that practice to manage more than USD1 billion in HNW client assets with ETFs as their investment tool of choice.

Accepting credit or debit cards in your business is a huge asset when you're trying to grow sales and clients.

As President of Pure Financial Advisors, Joe Anderson has led the company to achieve over $ 2 billion in assets under management and has grown their client base to over 2,160 in just ten years of the... Read more

With more than 30,000 clients and $ 750 million in assets under management, Toronto - based investment platform Wealthsimple continues to grow both in its home market and in the U.S.

A longer deferral period will allow a client to buy a larger annuity payment because (1) assets have more time to grow; (2) there will be fewer years of distribution; and (3) more mortality credits are available.

Morgan has worked in the financial services industry for over 20 years, alternately training financial advisors and working to help his own clients grow assets and manage risk.

Firm profile A global law firm with more than 40 practice and industry groups dedicated to achieving our clients» most important goals, O'Melveny's lawyers work side by side with our clients to help them grow, protect their assets, and navigate complex law and regulation.

«His extensive experience of international arbitration will help us to expand our growing offering and his standing in the African legal community will be a clear asset to our international client base.»

We are corporate litigation attorneys with substantial experience safeguarding clients» business assets and giving them the freedom to focus on growing their business.

Her appointment is an excellent asset to our growing legal team which allows us to offer our clients a valuable, holistic service.»

He and his team help clients create content and turn it into genuine assets that allow their businesses to grow.

The IP Finance Group at Frankfurt Kurnit Klein and Selz helps clients leverage existing and future intellectual property assets and related revenue streams to obtain financing for new and growing IP ventures.

In 2016, The National Law Journal named Jim to a list of «Intellectual Property Trailbazers,» noting that Jim guides clients toward a more holistic view of their IP assets and a more flexible approach to growing, protecting and profiting from those assets.

Scott works closely with clients in assisting them in protecting and growing their assets through financial investments, life insurance and property / casualty insurance.

Our focus is to help our clients grow their assets.

But how about those other personal aspects that have proven an asset in your career — your ability to build strong rapport with clients and retain / grow their business, or your ability to lead a team of cranky, frustrated designers through an all - night session of fixing the company website that just crashed?

Analyzed client financial packages and assets to uncover opportunities to help their business grow.

Accomplishments * Directed enterprise programs for successful business transformation and systems integration for multiple Fortune 200 companies acting as single point of contact for business process optimization and delivery of technology solutions for improved decision support, risk management, compliance, performance and client reporting for fastest growing asset management firm in US.

To provide growth, performance for cold call and existing customer marketing accounts to target marketing penetration to grow the client's portfolio and assets to provide accountability...

Provided sound financial, insurance and wealth - management services to protect client assets and grow the net worth of their respective portfolios.

Financial Advisor / Consultant • Identified and developed leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients as well as maintaining high - quality customer service, growing client base organically • Developed investment policy statements and strategy guidelines for individuals and corporations, utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Performed needs - based assessments to derive appropriate solutions for individual and corporate clients, generating genuine rapport and establishing productive relationships with clients, colleagues, and staff • Promote high - quality client service with extensive research and the quality presentation and communication of complicated market - and investment - related data • Utilized tools in estate planning, tax planning, investments, retirement, and asset protection to create financial plans and develop investment allocation strategies for high net worth clients

Professional Experience Fortris Financial (Los Angeles, CA) 2008 — Present Portfolio Manager • Manage a universal life policy portfolio with 200 policies and over $ 800 million in face value, leading a three - person staff in the advisement of resource allocation to assets • Negotiate and effectively communicate loan re-payment and asset liquidation strategies to interested parties, including attorneys, institutional investors, brokers, agents and clients • Design and implement processes to sustain and grow AUM, while mitigating losses through effective crisis management • Document loan payments, policy values, medical records associated with policies under management • Resolve policy issues efficiently through effective communication with involved entities

If you know about the impending birth of a child, the move of grown children, or the purchase of a boat, you'll be able to anticipate clients» decisions to make changes in their real estate assets.