Sentences with phrase «manage those assets throughout»

Not exact matches

Over the past two decades, the DC system has evolved to manage one aspect of retirement risk, namely the problem of managing asset allocation for individuals as they move throughout their career.

RIAs are eligible to participate in the Program if they represent to Fidelity Investments that they meet the following criteria: (1) RIA is an investment adviser registered and in good standing with the U.S. Securities and Exchange Commission and / or any applicable state securities regulatory authorities or is exempt from such registration; (2) RIA's representatives who provide services to referred clients are appropriately registered / licensed as «Investment Advisers Representatives» in required jurisdictions; (3) RIA charges fee - based, asset - based, or flat - rate investment advisory service fees (which may include hourly fees); (4) RIA will maintain a minimum of $ 350,000,000 in total regulatory assets under management, as reported in response to Item 5 in Part 1A of the RIA's Form ADV, throughout the duration of RIA's participation in the Program; (5) RIA and all associated persons of the RIA who manage client assets or who supervise such associated persons shall at all times be covered through both Errors and Omissions Liability Insurance and Fidelity Bond Coverage; and (6) RIA maintains a minimum of two principals or officers as well as a minimum of five employees.

Managing more than $ 2 billion in assets and serving 900 clients throughout the country, CCM brings together in one place the key disciplines of investment, estate, tax, retirement, risk management and philanthropic planning to provide fully integrated wealth management.

Our Opinion: The Pathfinder's greatest asset is its well thought - out interior design, which manages to be spacious, open and airy with good - quality materials throughout.

Elite Access Advisory is a variable annuity investment platform designed to help you seek opportunities and manage risk throughout the economic cycle by providing diverse investment options, alternative assets and strategies, expertly constructed portfolios, and important tax advantages.

The mixed portfolio is «managed» throughout a given period and in that period, individual asset classes may have varying returns from what you're seeing in the table.

By placing your assets in a revocable living trust, you will be able to manage your financial affairs throughout your life and have a management plan in place should you become incapacitated.

Perry has managed or been an active participant in over $ 2.5 billion in alternative investment assets throughout his career to date.

«HPR is our largest active ETF by AUM, and a big reason for this popularity is the success Fiera has had in managing this asset class throughout various interest rate environments which tend to significantly impact the prices of preferred shares.»

I also know another couple who got into the market in the early 2000's and with no assets, have managed to do very well by using heavy leverage throughout the last half a dozen years.

«Throughout its existence, Columbus Nova has managed assets on behalf of Renova Group companies and other clients,» the statement reads.

Surprise Attack Games just requires one «master», or original, copy of the assets and the game, and they will manage your application to all the smaller portals to spread your revenue capabilities throughout.

About BNY Mellon BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle.

Competent at tracking and managing costs of all IT hardware asset throughout its operating life.

Managed Fixed Assets, Accounts Payable and Financial Analysis and Budgeting for 132 locations throughout the United States.

Your need for an IT asset coordinator to plan, monitor and record hardware assets to ensure compliance with vendor contracts, and track and manage costs of all hardware assets throughout their operating lives, hit home with my professional values, as my resume reveals.

Managed inventory and tracked all assets throughout lifecycle.

Armada Hoffler Properties owns and manages a diversified portfolio of high - quality office, retail and multifamily assets throughout the Mid-Atlantic and Southeastern United States, with a concentration of them strategically located in the Greater Baltimore / Washington, D.C. area, Coastal Virginia, and a selection of dynamic markets throughout the Carolinas.

Over the last nine years, they have grown the company to a 12 person team owning and managing over five million dollars in residential and commercial assets throughout the central NJ and Philadelphia area.

They operate an asset management business that manages for third - parties, including their joint venture partners, commercial real estate assets throughout the United States primarily leased to financial institutions and affiliated users.