08-05-2017, 03:25 AM | #1 |
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investment services
Investment services offered to individual investors come in a myriad of packaging and delivery options. Advice is the process of defining and implementing an appropriate investment strategy given an investor's objectives and particular constraints. Portfolio management is the process of building and maintaining an investment portfolio that properly addresses the strategy the advisory component has defined. Administration is all the trading, clearing and reporting functions required to effectively execute the portfolio process. alhoceima,
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