Sentences with phrase «proprietary mutual funds»

This takes away a good bit of your flexibility, since your money can only be invested in what the company owns, i.e. its own proprietary mutual funds.

This may be the case if the investments are specific to that institution, like proprietary mutual funds, for example.

One thing to consider: In February 2018, Wealthfront added a new, proprietary mutual fund called the Wealthfront Risk Parity Fund.

This segment also manages Commerce's line of proprietary mutual funds.

Wells Fargo faces a new U.S. lawsuit claiming that it funneled more than $ 3 billion of employee retirement savings into expensive, underperforming proprietary mutual funds to enrich itself.

Many financial advisors with brokerage firms offer fee - based accounts loaded with proprietary mutual funds that have high fees and outsized expenses they charge back to investors.

This pro-fiduciary editorial came on the heels of a Times news article that reported on JPMorgan's successful and profitable efforts to promote its own proprietary mutual funds ahead of non-proprietary funds.

«The new rules would make it very challenging for firms selling proprietary mutual funds to continue in that manner.»

UMB Financial also has non-bank businesses, specifically Scout Investments, an institutional asset - management company that runs proprietary mutual funds; UMB Fund Services, which provides accounting, transfer agency and other services to the asset management industry; and a payment solutions business under UMB Bank that provides institutional cash management and credit / debit card services, including healthcare and flexible spending account card services.

Branch Manager of OSJ Unit for Broker / Dealer specializing in proprietary mutual fund and life insurance products

One thing to consider: In February 2018, Wealthfront added a new, proprietary mutual fund called the Wealthfront Risk Parity Fund.

The Proprietary Mutual Fund Center allows investors to locate all of the tools they need to analyze and invest in mutual funds.

Wealthfront also has a proprietary mutual fund, the Wealthfront Risk Parity Fund, which is used to achieve higher risk - adjusted returns and carries an expense ratio of 0.25 %.

Mike is responsible for servicing the advisor channel for the Firm's proprietary mutual funds — Ave Maria Mutual Funds and Schwartz Value Fund.

Todd is responsible for servicing the advisor channel for the Firm's proprietary mutual funds — the Ave Maria Mutual Funds.

The banks will offer you proprietary mutual funds, as in, funds that are owned and created by that banks themselves.

There are also flexible premium variable annuities, single premium immediate annuities, single and flexible premium deferred annuities, investment management services, proprietary mutual funds, and other financial products provided by the company.