1.   But Levitt, the financial planner, said he would not use such a service because his firm already has the expertise to customize client portfolios.

2.   But Levitt, the financial planner, said he would not use such a service because his firm already had the expertise to customize client portfolios.

3.   By allowing brokerage firms to borrow the securities in its clients portfolios, BGA gives customers the chance to make money on the stocks and bonds they own.

4.   In that vein, he used to include in client portfolios three funds run by managers who choose large-cap growth stocks.

5.   PaineWebber stockbroker Tom Edwards stops making phone calls at noon, and instead spends the afternoons getting paperwork done and designing client portfolios.

6.   She wanted to build her own client portfolio and was stymied.

7.   Today, LOR relies heavily on put options, rather than futures, to protect client portfolios from severe declines.

8.   With it, Morgan managers can scour client portfolios for an unrealized capital loss and harvest the loss to offset a gain.

9.   Trading was marked by purchases of lesser-known stocks and the clearing of others in order to square client portfolios.