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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

Investment Management Account An account whereby a financial institution is given discretionary power with regard to investment decisions on behalf of the investor. Fees for this service vary, but usually are based on a percentage of the overall value of the funds under management.

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