Investment Portfolio

/ɪnˈvɛstmənt pɔːrtˌfoʊlioʊ/

Definitions

  1. (n.) A collection of assets such as stocks, bonds, real estate, and cash held by an individual or entity for the purpose of generating income or growth under legal and fiduciary frameworks.
    The attorney advised the client on the legal implications of diversifying his investment portfolio to minimize risk.

Forms

  • investment portfolio
  • investment portfolios

Commentary

In legal contexts, attention is often on fiduciary duties and regulatory compliance concerning investment portfolios.

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.

Draft confidently with Amicus

Create, negotiate, and sign agreements in one secure workspace—invite collaborators, track revisions, and keep audit-ready records automatically.

Open the Amicus app