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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.


A tool used in estate planning strategies, a Trust is a fiduciary relationship between the trustor (who made the trust), the trustee (who will manage the trust) and the beneficiary (who will receive benefits from the trust). Trusts provide legal protection of assets and ensure assets are distributed according to the wishes of the Trustor (or grantor).

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