Sentences with phrase «ongoing portfolio analysis»

Served as key liaison between high net - worth clients and team of financial advisors, providing ongoing support in the client acquisition processes, servicing of existing client accounts, and ongoing portfolio analysis

Kate serves as an investment analyst for institutional separate account relationships, providing ongoing portfolio analysis and a high level of client servicing.

Not exact matches

As Portfolio Manager for Halpern Financial Inc., Kirsty is primarily responsible for the design and application of investment strategies in client portfolios including the ongoing analysis of securities.

Investors could instead use the results of the ongoing Alpholio ™ analysis to construct a substitute portfolio of liquid, low - cost instruments that provide an even higher diversification (as of the latest filing, the fund held about 375 securities).

Client portfolio consulting such as patent analysis, infringement analysis, communication with corporate legal counsel concerning ongoing patent activities, and application strategy.