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

The portion of an account that includes the returns from assets owned by income beneficiaries. Totals for income assets that are maintained in a special report grouping called the income portfolio.