Important Notice: Our web hosting provider recently started charging us for additional visits, which was unexpected. In response, we're seeking donations. Depending on the situation, we may explore different monetization options for our Community and Expert Contributors. It's crucial to provide more returns for their expertise and offer more Expert Validated Answers or AI Validated Answers. Learn more about our hosting issue here.

What type of investments does MMPW use to manage its client portfolios?

April 26, 2017client investments manage mmpw portfolios type

0

Posted

What type of investments does MMPW use to manage its client portfolios?

1 Answer

0

Posted

MMPW uses individual stocks and bonds, no-load mutual funds, exchange traded funds (ETFs) and money market funds. The selection of these types of investments depends on the size of the client’s portfolio, whether the portfolio is taxable or tax-exempt, the portfolio’s asset allocation and whether there are periodic cash flows to (or from) the account.