Frank Holmes Quotations
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Asset Quotes
Most 401(k) plans give employees limited investment choices such as domestic equity and fixed income products. Following MIT's lead, we believe other retirement platforms will broaden their offerings, as they understand the importance of how these asset classes work as part of a diversified portfolio.
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Banking Quotes
We operate in a very intensely regulated world, including the mutual funds we manage and our company, which is publicly traded. Jerry Rubinstein has unique technical knowledge and skills; he is a CPA and an attorney. Furthermore, Rubinstein has tremendous entrepreneurial experience in the capital markets with leadership roles in several industries, ranging from oil and banking to the music industry.