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What else can I help you with?
What do you call someone who manages a clients finances?
Most of the time a person charged with managing a clients investment portfolio is called an Investment Adviser,Portfolio Manager or a Financial Advisor.Some people put their investment trust in a "broker" who is in fact a securities salesperson at a brokerage firm.
What is a persons suitability?
For investments, a person's suitability means their financial appropriateness to participate in a particular investment. For example, someone who is retired and depending on their investment proceeds probably wouldn't be suitable for a high risk investment; but a younger person trying to build up their portfolio would be.
What are some adjectives that describe a wealthy person and begin with the letter C?
Some wealthy people are cheap. Many wealthy people are wealthy because they are creative.
Scope of portfolio?
The scope of your financial portfolio varies from person to person. Your financial portfolio should reflect your financial goals in life.
How do you call person that helps you invest?
A person who helps you invest is typically called a financial advisor or investment advisor. They provide guidance on investment strategies, portfolio management, and financial planning to help you achieve your financial goals. Some may also refer to them as wealth managers or investment consultants, depending on their specific role and services offered.
Who is the person responsible for a portfolio?
The person responsible for a portfolio is typically referred to as a portfolio manager. This individual oversees the investment strategy and decision-making process for the assets within the portfolio, aiming to achieve specific financial objectives. Their responsibilities include analyzing market trends, selecting investments, and managing risk to optimize returns for clients or stakeholders. In some cases, the term can also apply to individuals managing personal or project portfolios in various fields.
What is the name of a person that's wealthy and gives money to others?
While these people are not always wealthy, they can be called a philanthropist or a humanitarian.
How likely am I to win with my premium bonds?
As with any investment, premium bonds do have a risk associated with them. If a person truly knew the result, there would be many very wealthy people. In most cases, when the stock market is down, bonds do well.
Define investment portfolio management?
It can mean literally a folder, or it can mean a collection of something
What is a balanced portfolio?
In this context, "portfolio" means a range of investments held by a person or organization. Current financial planning thinking advises against allocating too much money to a single investment to avoid the risk of a downturn. Diversification is the key to a balanced portfolio.
Where can someone find municipal bonds?
Municipal bonds can be bought from many investment and portfolio management systems. An investor can consult their broker or other retainer to purchase bonds. A person who does not already use a financial investment service can find bonds though Fidelity's services.
Word to describe wealthy person?
Wealthy people.Typhoon is a rich person.
