Investment Consulting: Intelligent Investing: “The market is a pendulum that forever swings between unsustainable optimism (which makes stocks too expensive) and unjustified pessimism (which makes them too cheap). The Intelligent Investor is a realist who sells to optimists and buys from pessimists.”
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Replace Checks – Embrace Efficiency. Offchex is your dedicated partner to transition away from paper checks to your desired payment method. Today, paper checks are estimated to cost between $6-10 PER CHECK, when including the time and labor involved in invoicing, routing for signature, and...
RFP and/or RFI Management: - Collecting goals from all impacted teams.
- Identifying potential bidders.
- Creating impartial scorecard for client and questionnaire for bidders.
- Manage all bidding vendors through the process.
- Receive and summarize responder’s data.
- Document the selection process.
- Negotiate the full...
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Consultation & More: Project Management
- From custom technology to software development projects, we provide consultation every step of the way.
- We strongly believe in listening to our clients in order to deliver the best service possible.
- We will learn your needs, understand and leverage your current IT...
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Individuals around the world look to UBS to provide them with the advice, expertise and opportunities they need to protect and grow their wealth.
Leading companies and institutions in more than 50 countries rely on our financial resources, expertise and infrastructure to help them grow their...