Definition
Organizations that manage the investment portfolios of their clients. Once an investment strategy is agreed upon, these organizations execute trades on the client's behalf, monitor their accounts as market conditions change and suggest changes in the client's portfolio as warranted.
URL Name
DM-6000-3300
Third Level Code
DM-6000
Taxonomy Code
DM-6000.3300
Parent Code
DM-6000
Family Code
D
Second Level Code
DM
Fourth Level Code
DM-6000-3300
Publication Status
Draft