Sentence examples similar to solid client portfolio from inspiring English sources

The methodology is applicable across the outsourcing lifecycle, providing the capability to select and target new clients, manage the existing client portfolio and quantify the realized benefits to the client resulting from the outsourcing agreement.

When I was a portfolio manager, my client portfolios typically held 18-24 different stocks.

There is very much a place for that investment style in client portfolios.

Snyder: In our practice we use both individual stocks and ETFs in client portfolios.

Ironically, most advisors' client portfolios have suffered just as much during this punishing bear market.

Once our indexing system exists, bankers can include art assets in client portfolios, and clients can demand that financial advisers provide service in that area.

At the time of this writing Louis Navellier owned positions in IHI and ITA in personal or client portfolios.

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.

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

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