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This free portfolio manager job description sample template can help you attract an innovative and experienced portfolio manager to your company. Their clients may be individuals or institutional investors. What is a portfolio manager? Cincinnati, oh madison wealth management is a trusted, independent financial planning and investment management firm founded in 2000. Portfolio managers, also known as investment managers, wealth managers, or asset managers, focus on providing their clients with portfolios that are based on successful investment strategy, with the primary goal of generating a sufficient return on investment.
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What is a portfolio manager?
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