Sentences with phrase «to manage assets»

When preparing a special needs trust, you need to name someone who will be in charge of managing the assets in the trust.

Commercial real estate practitioners can play a key role in helping investors select fundamentally sound real estate assets and in managing those assets for an appropriate return.

Contrary to public perception, those managers did not actively manage their asset allocation by moving from one investment category to another based on market factors.

An investment advisor can go beyond giving advice and actually help manage your assets.

Founded in 2013, the company manages assets worth $ 30 billion with over 200,000 of the world's most wealthy clients.

But as long as you're managing your assets well and have a solid work flow, an ebook - to - print process can work and work great.

A good CPA can help you avoid tax liability by managing your assets in a smart way.

Many advisers currently sell their value as managing assets and charge as such and I do not believe that serves the investor well, even if the adviser is a fiduciary.

In some cases, fund managers charge management fees based on the total managed assets of the fund, which includes leverage.

The REITs actively manage their assets by engaging in a wide range of real estate activities, such as leasing, tenant services, maintenance, development and redevelopment of their properties.

This way you can effectively separate the institution holding your assets from the underlying investment managers who manage those assets.

Unlike a will that goes into effect after your death, a living trust can help you effectively manage your assets while you're alive and after you die.

A trust is a legal relationship where trustees manage an asset for beneficiaries.

It involves arrangements for managing your assets while you are alive and upon your death, while often minimizing the estate tax impact on your family.

The company plans to use the funds to market its software platform, which helps mineral, royalty, investors and others manage their assets.

«The theory is that REITs have professionally managed assets and investors are paying the team to continue to maintain and garner value out of the existing portfolio,» he says.

We believe no single investment firm is the best at managing every asset class.

If we can't get on the same page then we can't properly manage your assets for you.

You can also choose to have an investment advisor directly manage your assets.

Through our innovative designs and products we continue to help customers manage their assets throughout the supply chain.

Many hedge funds don't have to report holdings because managed assets fall outside regulatory minimums.

Another option is to work with a fee - only financial advisor who also manages assets.

We invest the time to understand your goals and maintain the discipline to manage your assets accordingly.

Not enough time, knowledge, or interest to build and manage an asset mix?

Our accounting team works with our property managers and our clients, lending their expertise in developing asset plans and proactively managing assets to continually maximize ROI.

The Corporate segment manages the assets representing capital that has not been allocated to any other segment.

A trustee manages the assets until the beneficiary reaches legal age.

I saw a need and took an interest in individuals helping people manage their assets and meeting their health care wishes.

This is a step toward helping people who are making decisions about saving for retirement and managing their assets during retirement, but the proposal can and should be improved.

The idea is to share costs, diversify (and reduce risk), and get a better return by having a professional manage the assets.

Assisted customers manage assets and distributions for investments including development of new business opportunities.

If you want to optimize your portfolio, reduce fees, invest efficiently, diversify and reduce the burden of managing your assets then contact us today.

He or she may also choose to manage asset location with the range of funds available through the policy.

In turn, the trustee manages the assets owned by the trust for the financial benefit of a beneficiary.

Managing assets starts with pulling reports and interpreting the data.

Campus Advantage managed the asset prior to purchase, giving us a unique perspective into its potential in the marketplace.

Our experience, vision, and unique resources gives us the ability to manage all asset types effectively and efficiently.

But as you build and manage your asset allocation — regardless of which goal you're pursuing — there are two important things to consider.

They don't consider the second - order behavior of parties that are managing assets in areas related to their areas.

Individual or organisation responsible for investing and managing the assets of others.

This exchange - trade fund is one of the more popular timber ETFs, with more then $ 200 million in total managed assets.

If you're not actively managing your assets you're missing out on opportunities for growth and potentially setting yourself up for failure if a stock or bond you've chosen takes a dive.

It is tough to manage any asset class while adjusting the risk level to reflect what should not be done in a given era, whether in equities or debt.

It has a whole committee of advisors and researchers who manage your assets.

Credit card debt management company: This company helps consumers lower their debt by negotiating with creditors to reduce or waive the interest rate and credit card fees and effectively managing their assets.

And they need to learn how to manage those assets throughout the rest of their life.