Financial Terms & Definitions

If talking about finances feels like trying to learn a foreign language, we're here to help. As your trusted financial planners and investment managers, we want you to understand the terms, acronyms, and jargon that may arise during your financial journey.

From Amortization to Zero-Coupon, we've got you covered.
Here's our glossary of financial terms in alphabetical order to get you started.

What is Active management?

The trading of securities to take advantage of market opportunities. Contrary to passive management, active management relies on the manager's technical, fundamental, or quantitative analysis to select securities.

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