Sentences with phrase «quality asset allocation»

Royce Small Cap Value Fund is among a limited group of actively managed funds that has justified its fees over time through high quality asset allocation, the only reason to pay fees above the ETF benchmark.

Furthermore, Fidelity Select Transportation Portfolio is able to justify its fees through high quality asset allocation, which is the only reason to pay fees above the ETF benchmark.

Not exact matches

The new trends of worsening credit quality and central bank asset sales are important for investors because they speak to the most appropriate asset allocation for where we are in this market cycle and the world's rising political risks.

We offer approved consignments of quality equipment with minimal consignor costs, determined by quantity of assets and space allocation.

It's probably best not to go overboard on these asset classes, and to focus your asset allocation on high - quality stocks and bonds.

Return on assets and other earnings quality measures are considered when determining allocations.

More investors suffer big losses in returns due to a lack of discipline, asset allocation, and not being in high quality funds for longer than 5 years.

These funds also vary widely in their asset allocations and in their overall quality

For guidance on how to divvy up your portfolio between stocks and high - quality bonds so it gives you an acceptable balance between risk and return, you can complete a risk tolerance - asset allocation questionnaire.

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 Waddell & Reed (Naperville, IL) 2009 — Present Financial Advisor • Identify and develop leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients and maintaining high - quality customer service • Establish investment policy statements for individuals utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Employ tools in tax planning, investments, retirement strategies, education savings, asset protection, and heath care needs to address client concerns • Provide comprehensive estate planning services, including the drafting of wills and other legal documents