WEALTH MANAGEMENT GLOSSARY

Income

Income Balance

Income In Respect Of A Decedent (IRD)

Income Portfolio

Income Stock

Index

Index Fund

Individual Retirement Account (IRA)

Individual Retirement Account Rollover

Individual Retirement Account Transfer

Initial Public Offering (IPO)

Institutional Shares

Intangible Property

Interest

Intestate

Invasion Of A Trust

Investment Advisory Fee

Investment Banker

Investment Grade Bonds

Investment Management Account

Irrevocable Trust

A firm that specializes in the sale of new securities to the public, typically by underwriting the issue.