Designed specifically for healthcare clients, Certiphi Screeningâs proprietary SanctionsBase tool provides an easy, intuitive to conduct ongoing excluded parties screening on both employees and contractors.
DEFINITION of 'Portfolio'. A grouping of financial assets such as stocks, bonds and cash equivalents, as well as their mutual, exchange-traded and closed-fund counterparts.Portfolios are held directly by investors and/or managed by financial professionals.Next Up.hink of an investment portfolio as a pie that is divided into pieces of varying sizes representing a variety of asset classes and/or types of investments to accomplish an appropriate risk-return portfolio allocation.
The Portfolio by Wells Fargo program has a $30 monthly service fee, which can be avoided when you meet one of the following statement-ending qualifying balances: 1  $25,000 or more in qualifying linked bank deposit accounts (checking, savings, time accounts (CDs), FDIC-insured IRAs) OR.