The process of maintaining accounts that have been established for individual plan sponsors or other investors for investment in real estate, where a firm acts as an adviser in obtaining and/or managing a real estate portfolio.
Related information about individual account management:
- What is individual account management? definition and meaning
Definition of individual account management: The process of maintaining accounts that have been established for individual plan sponsors or other investors for ...
- HighMark Capital Management | Commercial & Institutional | Union ...
Individual account management and construction will vary depending on each client's investment needs and objectives. Investments employing HighMark ...
- Individual Account Management - Keeley Asset Management Corp ...
Keeley Asset Management (KAMCO), founded 1982, is a privately owned Chicago-based money management firm located in ChicagoÌs Financial District.
- Account Access - StoneBridge Advisors, Inc.
This service is offered to clients of LFA who desire individual account management services. LFA utilizes Brinker Capital, a registered investment advisor to ...
- Len Fox Individual Investor - Covestor
Scarecrow Trading provides absolute return market index signals for individual account management, investment advisors, and investment clubs.
- NoodleTools : Account Administration & Usage Statistics
... account at NoodleTools (purchased via PayPal or PayFlow), you may change your password or renew your subscription: Individual account management ...
- Portfolio Reviews: Monitor for Risk, Catalyst for Action ... - TransUnion
3. Use Serial Portfolio Reviews to Monitor Risk Trends. 4. Use Portfolio Reviews for Valuation. 6. Use Portfolio Reviews for. Individual Account Management. 7 ...
- Boston Financial Management, Inc
Individual account management begins with a detailed review of a client's needs and expectations based on such factors as cash flow requirements, potential ...