Sentences with phrase «sales of high quality assets»

Not exact matches

One of the key principles of successful investing is to buy high - quality «value stocks»: They're stock picks that are reasonably priced, if not cheap, in relation to their sales, earnings and assets.

One of the key principles of successful investing is to buy high - quality «value stocks» — that is, stocks that are reasonably priced, if not cheap, in relation to their sales, earnings or assets.

One of the sweetest and most profitable pleasures of successful investing is to buy high - quality «value stocks» (or stocks that are reasonably priced, if not cheap, in relation to their sales, earnings or assets), then hold on to them as investors recognize the value and push up the share price.

One of the key principles of successful investing is to buy high - quality «value stocks» — stocks that are reasonably priced, if not cheap, in relation to their sales, earnings and assets.

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

«The successful sale of Manhattan Towers is further proof that some of the highest - quality commercial real estate assets available today are being sold on Auction.com,» said Gordon Smith, general manager of Auction.com's commercial real estate division.