Sentence examples for clients portfolio from inspiring English sources

I would know my clients' portfolio.

Instead, he shows clients portfolio simulations so they can see what the current return rates mean for the future.

He has kept the vast majority of his clients' portfolio allocations intact, though he did have a few clients who balked.

"Now we are seeing some advisers invest clients' portfolio in a broad range of index funds, but the strategic investment decisions are now made by the financial adviser, who regularly adjusts allocations among the funds to actively manage these portfolios".

It uses advanced applications and real-time video to give clients portfolio tracking, research and bill paying.

Many of Madoff's clients, portfolio managers trained to diversify and recognize when something is too good to be true, seem to have been just as trusting.

Mr. Layman allocates no more than 5 percent to commodities in his clients' portfolios.

For more than two years, he executed and canceled trades in clients' portfolios, pocketing the profits.

Growth in clients' portfolios helped increase assets under custody to $6.7 trillion.

Kennedy has bought almost 136,000 Volume Service units for its clients' portfolios.

He also said that UBS employees traveled with "encrypted laptop computers containing clients' portfolios".