Asset Portfolio
/ˈæsɛt pɔrtˌfoʊlioʊ/
Definitions
- (n.) A collection of financial investments, holdings, or assets owned by an individual or entity, managed as a single group for legal, financial, or tax purposes.
The law required the full disclosure of the client's asset portfolio for accurate tax reporting.
Related terms
See also
Commentary
Term broadly encompasses all legal and financial interests compiled under one management, important for regulatory compliance and contractual clarity.
This glossary is for general informational and educational purposes only. Definitions are jurisdiction-agnostic but reflect terminology and concepts primarily drawn from English and American legal traditions. Nothing herein constitutes legal advice or creates a lawyer-client relationship. Users should consult qualified counsel for advice on specific matters or jurisdictions.