Sentences with phrase «manage client monies»

It's filled with lots of interesting descriptions and data regarding how I manage client monies — and so far, I am the largest client.

This chart graphically details the % DV that a serving of Almonds provides for each of the nutrients of which it is a good, very good, or excellent source George Soros is a legendary hedge fund manager who managed client money in New York from 1969 to 2011.

It is based on backtesting data and does not show actual historical portfolio allocations, since Scalable Capital has been managing client money only since the end of 2015 (in Germany, since May 2016 in the UK).

We're Fee - only Money Managers: So you can hire us to manage your money, and / or financial advisers can hire us to manage client money, using our Model Portfolios and / or Asset Allocation Systems

Such results do not represent the impact that material economic and market factors might have on an investment adviser's decision - making process if the adviser were actually managing client money.

You can hire us to manage your money, and / or advisers can hire us to manage their clients money, using our Model Portfolios for a monthly % of assets under management.

You can hire us to manage your money, and / or advisers can hire us to manage their clients money, using our Model Portfolios and / or Asset Allocation Software for a flat $ 250 a month fee.

You can hire us to manage your money, and / or advisers can hire us to manage their clients money, using our Model Portfolios and / or Asset Allocation Software.

You can hire us to manage your money, and / or advisers can hire us to manage their clients money, using our Model Portfolios under our % of Assets Under Management structure.

Not exact matches

«It's also a tool to communicate with each other, a basis of understanding that prevents clients from guessing how the money should be managed.»

Some may think I'm on the young side to be managing so much money, but with multigenerational clients — everywhere from millennial parents looking to enter the market all the way to boomers trying to secure their savings — my age is one of my strengths.

With 70 percent of newly wealthy people going broke within a year, advisors caution clients to manage new money wisely — with their help.

But employees in the finance industry — especially those who manage money for clients — are judged in part on their character.

A mutual friend connected him with Connor O'Brien, a Wall Street veteran who had moved to Montreal to manage money for private clients at his own firm, Stanton Asset Management.

Morgan Stanley's far - flung stockbrokers, who manage money for individual clients and prefer to be called financial advisers, now contribute almost as much to the bottom line as the bankers and traders who long counted themselves as Wall Street's blue - blooded elite.

Traditional wealth management companies such as Goldman, Bank Of America Merrill, and Citibank with physical offices around the world charge around 1 - 2 % of assets under management for financial advisors to actively manage their client's money.

With assets under administration of $ 5.2 trillion, including managed assets of $ 2.1 trillion as of April 30, 2015, we focus on meeting the unique needs of a diverse set of customers: helping more than 24 million people invest their own life savings, nearly 20,000 businesses manage employee benefit programs, as well as providing nearly 10,000 advisory firms with technology solutions to invest their own clients» money.

With assets under administration of $ 6.2 trillion, including managed assets of $ 2.3 trillion as of June 30, 2017, we focus on meeting the unique needs of a diverse set of customers: helping more than 24 million people invest their own life savings, nearly 20,000 businesses manage employee benefit programs, as well as providing nearly 10,000 advisory firms with technology solutions to invest their own clients» money.

With assets under administration of $ 6.9 trillion, including managed assets of $ 2.5 trillion as of March 31, 2018, we focus on meeting the unique needs of a diverse set of customers: helping more than 27 million people invest their own life savings, 23,000 businesses manage employee benefit programs, as well as providing more than 12,500 financial advisory firms with investment and technology solutions to invest their own clients» money.

Business and investment leaders are expected to know technology and our IT crew knows how we manage money and serve our clients.

We commenced managing money for clients in 2010 and launched our flagship fund, the NWQ Fiduciary Fund, in May 2013.

With assets under administration of $ 6.9 trillion, including managed assets of $ 2.5 trillion as of February 28, 2018, we focus on meeting the unique needs of a diverse set of customers: helping more than 27 million people invest their own life savings, 23,000 businesses manage employee benefit programs, as well as providing more than 12,500 financial advisory firms with investment and technology solutions to invest their own clients» money.

Our clients are individuals (direct clients as well as managed money through financial advisors), institutions, retirement plans, and government entities.

«High net worth private client individuals who were reluctant to participate in the I.P.O. market a year ago are increasingly reallocating money towards equities,» said Neil A. Mitchell, a managing director of equity capital markets at Credit Suisse.

It's impossible to be jealous of someone who is making your clients money,» said Marvin McIntyre, a managing partner at Morgan Stanley Private Wealth Management.

Fisher's bio says he has been writing his column at Forbes for more than 28 years and he says he has been managing institutional money for 33 years and individual clients» money for 17 years — all while touting individual stocks on the pages of Forbes.

Once I became a fully converted price action trader, by learning from the work of others, my own experiences and screen time, my trading results began getting more consistent and eventually I was managing money for private clients and producing double digit annual percentage returns for them.

Jared Levy began his career as a retail financial advisor in the mid-90s, managing money for high - net - worth clients.

Profits at T. Rowe Price Group Inc. increased 23 percent for the three - month period that ended in June, as a rising stock market pushed the amount of client money managed by the firm to a record high.The Baltimore - based company said Thursday that assets...

With assets under administration of $ 6.2 trillion, including managed assets of $ 2.2 trillion as of May 31, 2017, we focus on meeting the unique needs of a diverse set of customers: helping more than 26 million people invest their own life savings, nearly 23,000 businesses manage employee benefit programs, as well as providing nearly 12,500 advisory firms with technology solutions to invest their own clients» money.

Give him this: President Trump's lawyer Rudy Giuliani managed to silence Michael Avenatti — and then force his client to admit in a startling series of tweets Thursday morning that he had in fact repaid Michael Cohen $ 130,000 in hush money to keep Stormy Daniels quiet in the days leading up to the 2016 election.

They can choose to invest in stocks in any country of their choice via a stock broker or they can choose to invest their money with a firm that professionally manage fund for their clients with bias for international markets.

Our clients entrust us with managing their money.

This can include continuing to build my brand through social media and connecting with bloggers; money management through understanding cash flows and reconciling book keeping; managing existing client relationships and looking for growth opportunities; to ultimately baking in the kitchen!

Once I became a fully converted price action trader, by learning from the work of others, my own experiences and screen time, my trading results began getting more consistent and eventually I was managing money for private clients and producing double digit annual percentage returns for them.

In the past, so - called recharacterizations of Roth conversions have acted as an important «check - and - balance» for helping clients decide whether moving money between IRAs was a good idea, points out Leon LaBrecque, managing partner of LJPR Financial Advisors in Troy, Mich., which manages nearly $ 800 million.

The ordinary sorts are those who manage other people's money in public markets, and a lot of it, and do a middling - to - good job, so that clients don't leave.

I get a lot of people asking me to manage money for them — definitely the majority of my clients, but my main reason for writing is to give something back.

So, after four months, I am managing a little more money than my own assets at the firm, with about 12 clients, and 5 more on the way.

You are only getting a taste of what an intelligent investor who hires other managers to manage money for clients thinks.

Joanna Rotenberg, head of personal wealth management at BMO Financial Group, says the needs of customers are shifting and clients are seeking out digital tools to access and manage their money.

ETFs, on the other hand, are passively managed, in contrast to most mutual funds which are actively traded by managers who buy and sell in hopes of making money for clients.

With assets under administration of $ 6.2 trillion, including managed assets of $ 2.3 trillion as of June 30, 2017, we focus on meeting the unique needs of a diverse set of customers: helping more than 24 million people invest their own life savings, nearly 20,000 businesses manage employee benefit programs, as well as providing nearly 10,000 advisory firms with technology solutions to invest their own clients» money.

We want our clients to feel confident that we manage their money with the highest levels of care and integrity in the industry.

When I manage RMDs for my clients, I'll often move the money from an IRA into a taxable account, often one that is managed in a very similar, yet tax - efficient way.

• Investor models are a lot less work when you manage money for hundreds of clients (especially from a compliance point of view).

Over the years at many credit counselling sessions with clients I've explained budgeting, and spreadsheets, and budgeting apps, and lots of other techniques to manage money.

Morningstar concludes that, conceptually, «clean share classes would simply charge clients for managing their money (and other associated expenses) without indirect payments — fees charged to investors by the fund company that they in turn send to an affiliate or third party for services other than managing a portfolio of stocks or bonds.»

Money Managers can manage money across multiple advisors (Wealth Managers) and their cliMoney Managers can manage money across multiple advisors (Wealth Managers) and their climoney across multiple advisors (Wealth Managers) and their clients.

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.