Sentences with phrase «to manage client portfolios»

In the newsletter we cover two strategies we employ when managing client portfolios to reduce taxes: Tax loss harvesting, and thoughtful asset location.

I began managing client portfolios in 2006 after three decades as a journalist, first covering everything from the police beat to presidential campaigns as a newspaper reporter, then covering mutual funds for Kiplinger's Personal Finance starting in 1994 as a writer and editor, including authoring a book, «But Which Mutual Funds?»

• Provided financial counseling and advisement for managed client portfolios and acquired more than $ 1.5 MM in new assets for both companies.

Our proprietary risk management technology allows us to manage client portfolios with an approach that retail investors wouldn't be able to achieve on their own: we continuously calculate and project risk based on the latest data in order to optimise our clients» portfolio allocation.

• Managed a client portfolio of six commercial entities, three trusts accounts (served as principle trustee for two, co-trustee for another), and eight private citizens looking for assistance with tax payments and estate planning issues.

Evergreen actively manages client portfolios and securities discussed in this communication may or may not be held in such portfolios at any given time.

Roger Nusbaum is an Arizona - based financial advisor who builds and manages client portfolios using a mix of individual stocks and ETFs.

The Swan Income Strategies are designed to provide additional portfolio income for separately managed client portfolios.

Managed client portfolio budgets of -LSB-...] and team size of 11 functional / technical employee direct reports in different areas of SAP (SD, MM, IM / WM, and FI / CO).

Assisted agents with managing client portfolios including savings, 401K, mutual funds, annuities, etc..

We are able to manage client portfolios in this way as our sophisticated algorithms analyse the historical behaviour of all the asset classes you're invested in and use this data to reliably forecast the risk in your portfolio over the course of the next year.

Financial advisors who need brokerage services, such as a custodian for their clients» assets, technology to help them manage client portfolios, and practice management solutions to help them market and grow their businesses.

Thus, the Index House takes a modern, non-predictive, indexing approach to managing client portfolios.

Vanguard's Personal Advisor Services is now offering to manage client portfolios for a 0.30 % per year.

If you're new to the market or your firm is looking for new software or manages client portfolios, ETNA has integrated mobile trading apps, stock trading simulator software, web trading platforms, and even back office systems.

While I manage client portfolios in real time, my writing is after hours.

When it comes to managing client portfolios, some registered investment advisers (RIAs) prefer to do it all themselves, researching and executing trades, while others employ the services of third - party asset managers.

That's why The Index House takes a modern, non-predictive, indexing approach to managing client portfolios.

In managing client portfolios, Eaton Vance continuously adheres to established investment disciplines and balances the pursuit of return with the careful management of portfolio risk.

Meanwhile, some 55 % are expecting to use ETFs more than mutual funds and individual stocks to manage client portfolios.

Amanda's primary role on the Toronto Team is to handle the administrative duties involved in managing client portfolios, including executing trades as instructed by the portfolio manager, cash management and assisting the portfolio manager with rebalancing activities.

At Index Fund Advisors, it is standard operating procedure for us to tailor how we manage client portfolios at year - end in anticipation of dividend and capital gains distributions from the mutual funds that we buy.

You will manage our client portfolio to help our clients improve their web presence.

Create and manage client portfolios and related documents to ensure efficient communication

Managed client portfolios to ensure profit maximization given market performance and client goals

Managing client portfolios and accounts.

Managed client portfolio, services relationships and cross-sells all products and services Fielded up to 100 calls daily with average monthly sales of $ 500,000 Achieved 70 personal account acquisition's per month Ranked as a top performer in the nation among, peers, in 2012 consistently ranked among the top 5 Coached and mentored new employees and junior associates on policies and procedures.