LATEST POSTS
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What data feed formats are supported?
The only formats supported by First Clearing LLC are Generic and Portfolio Center.
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How will you create my investment strategy?
We recognize that each client’s needs and goals are different; subsequently client portfolio strategies and underlying investment vehicles will vary. Our firm and recommended third‐party investment managers may employ active, Core + Satellite and/or passive account management strategies. The following defines the common strategies utilized within a client’s portfolio. Active Asset Management A portfolio manager engaging…
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What is Research Data?
When research and analysis are based on commercially available software, rating services, general market and financial information, or due diligence reviews, a firm is relying on the accuracy and validity of the information or capabilities provided by selected vendors, rating services, market data, and the issuers themselves. Therefore, while our firm makes every effort to…
