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Wealth Management Glossary

C Corporation Call Option Call Provision Capital Gain Or Loss (Also Realized Gains/Losses) Certificate Of Deposit Chinese Wall Claim Against An Estate Codicil Collateralized Mortgage Obligation (CMO) Commercial Paper Common Stock Common Trust Fund Community Property Complex Trust Conservator Contest Of A Will Convertible Bond Corporate Bonds Cost Basis Or Tax Cost Coupon Rate Credit Shelter Trust Current Yield (Or Yield To Market) Custodian-To-Custodian Transfer (IRA) Cyclical Stocks

Conservator Generally, an individual or trust institution appointed by a court to care for property. Specifically, an individual or trust institution appointed by a court to care for and manage the property of an incompetent person, in the same way as a guardian cares for and manages the property of a minor.

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