The phrase "advisory portfolio" is correct and usable in written English.
It can be used in contexts related to finance, investment, or consulting, where it refers to a collection of assets or recommendations provided for guidance.
Example: "The financial advisor presented an advisory portfolio to help the client make informed investment decisions."
Alternatives: "consultative portfolio" or "guidance portfolio".
MBIA, Inc. is a holding company, which through its subsidiaries, provides financial guarantee insurance, as well as related reinsurance, advisory and portfolio services and asset management advisory services, for the public and structured finance markets.
UBS offers brokerage services and products as well as asset management and other investment advisory and portfolio management products and services.
The current structure of the financial services industry has also tended to blur the lines, with the emergence of financial superstores that offer both advisory and portfolio-management services through different divisions.
Many firms use independent financial advisory firms that specialize in portfolio valuation, like Duff & Phelps.
Responding to this, his bank at the end of last year started a real estate portfolio advisory service, which extends to properties across major cities around the world.
What we do really depends on the market needs, but it includes due diligence, financial advisory and strategic portfolio performance reviews.
A third fee stream comes from annual monitoring or advisory fees that portfolio companies typically pay to their owners, the buyout firms.
But other investors, including pension funds and cash-rich sovereign wealth funds, are also looking for bargains, according to Richard Thompson, chairman of the European portfolio advisory group at PricewaterhouseCoopers.
Schwab, in association with CTC Consulting, an independent affiliate of US Trust that provides portfolio advisory services to high-net-worth clients, will offer three to four funds of funds this year.
Jay Roberts, head of portfolio advisory for Asia at RBC Wealth Management, noted that the number of individual Chinese buyers of gold had risen rapidly over the past decade and was now close to the level of demand in India, which has historically been the biggest single source of demand for gold.
