Epstein Index›Documents›EFTA01386783
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01386783: Controlled and Tied Up (DS10)

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This document discusses portfolio management and investment strategy, noting that a portion of a portfolio is not controlled by someone named Laura, although she serves as one of three people on the firm's investment committee. The document recommends cash investment strategies using DBNY CDs and RCM for funds that can be tied up longer to generate higher yields. The excerpt appears to be from an investment advisory or financial planning document.

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🔑 Evidence Keywords
controlledtied up

📋 Key Excerpts2

PersonKeyword
Excerpt 1
This portion of the portfolio is not **controlled** by Laura, although she is one of three people on the firm's investment committee.
Excerpt 2
For cash that can be **tied** **up** a bit longer to generate more yield, we will recommend a combination of DBNY CDs and RCM.

📄 Original Document

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Source: U.S. Department of Justice

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