Common use of Investment of Account Assets Clause in Contracts

Investment of Account Assets. a. All contributions to the custodial account shall be invested in the shares of the The Xxxx & Xxxxx Fund or, if available, any other series of The Xxxx & Xxxxx Fund or other regulated investment companies for which Xxxx & Xxxxx Capital Management, LLC serves as Investment Advisor or designates as being eligible for investment. Shares of stock of an Investment Company shall be referred to as “Investment Company Shares”. To the extent that two or more funds are available for investment, contributions shall be invested in accordance with the depositor’s investment election.

Appears in 2 contracts

Samples: Custodial Account Agreement, Custodial Account Agreement

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Investment of Account Assets. a. All contributions to the custodial account shall be invested in the shares of the The Xxxx & Xxxxx Fund Xxxxxxx Funds, Inc. or, if available, any other series of The Xxxx & Xxxxx Fund Xxxxxxx Funds, Inc. or other regulated investment companies for which Xxxx & Xxxxx Capital Xxxxxxx Investment Management, LLC serves as Investment Advisor or designates as being eligible for investment. Shares of stock of an Investment Company shall be referred to as “Investment Company Shares”. To the extent that two or more funds are available for investment, contributions shall be invested in accordance with the depositor’s investment election.

Appears in 2 contracts

Samples: Custodial Account Agreement, Custodial Account Agreement

Investment of Account Assets. a. All contributions to the custodial account shall be invested in the shares of the The Xxxx & Xxxxx Fund Baird Funds, Inc. or, if available, any other series of The Xxxx & Xxxxx Fund Baird Funds, Inc. or other regulated investment companies for which Xxxx Xxxxxx X. Xxxxx & Xxxxx Capital Management, LLC Co. serves as Investment Advisor or designates as being eligible for investment. Shares of stock of an Investment Company shall be referred to as “Investment Company Shares”. To the extent that two or more funds are available for investment, contributions shall be invested in accordance with the depositor’s investment election.

Appears in 2 contracts

Samples: Custodial Account Agreement, Custodial Account Agreement

Investment of Account Assets. a. All contributions to the custodial account shall be invested in the shares of the The Xxxx & Xxxxx Fund Xxxxxxx Funds, Inc. or, if available, any other series of The Xxxx & Xxxxx Fund Xxxxxxx Funds, Inc. or other regulated investment companies for which Xxxx & Xxxxx Capital ManagementThe Xxxxxxx Funds, LLC Inc. serves as Investment Advisor or designates as being eligible for investment. Shares of stock of an Investment Company shall be referred to as “Investment Company Shares”. To the extent that two or more funds are available for investment, contributions shall be invested in accordance with the depositor’s investment election.

Appears in 1 contract

Samples: Custodial Account Agreement

Investment of Account Assets. a. All contributions to the custodial account shall be invested in the shares of the The Xxxx & Xxxxx Fund Xxxxxxx Funds or, if available, any other series of The Xxxx & Xxxxx Fund Xxxxxxx Funds or other regulated investment companies for which Xxxx St. Xxxxx X. Xxxxxxx & Xxxxx Capital Management, LLC Co. serves as Investment Advisor or designates as being eligible for investment. Shares of stock of an Investment Company shall be referred to as “Investment Company Shares”. To the extent that two or more funds are available for investment, contributions shall be invested in accordance with the depositor’s investment election.

Appears in 1 contract

Samples: Custodial Account Agreement

Investment of Account Assets. a. All contributions to the custodial account shall be invested in the shares of the The Xxxx & Xxxxx Fund Xxxxxxx Funds, Inc. or, if available, any other series of The Xxxx & Xxxxx Fund Xxxxxxx Funds, Inc. or other regulated investment companies for which Xxxx & Xxxxx Capital Management, Xxxxxxx Investment Management LLC serves as Investment Advisor or designates as being eligible for investment. Shares of stock of an Investment Company shall be referred to as “Investment Company Shares”. To the extent that two or more funds are available for investment, contributions shall be invested in accordance with the depositor’s investment election.

Appears in 1 contract

Samples: Custodial Account Agreement

Investment of Account Assets. a. (a) All contributions to the custodial account shall be invested in the shares of the The Xxxx & Xxxxx Fund Baird Funds, Inc. or, if available, any other series of The Xxxx & Xxxxx Fund or other regulated investment companies for which Xxxx Xxxxxx X. Xxxxx & Xxxxx Capital Management, LLC Co. Incorporated serves as Investment Advisor or designates as being eligible for investmentinvestment (“Investment Company”). Shares of stock of an Investment Company shall be referred to as “Investment Company Shares”. .” To the extent that two or more funds are available for investment, contributions shall be invested in accordance with the depositorDepositor’s investment election.

Appears in 1 contract

Samples: www.rwbaird.com

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Investment of Account Assets. a. All contributions to the custodial account shall be invested in the shares of the The Xxxx & Xxxxx Fund Xxxxxxxx IM Funds, Inc or, if available, any other series of The Xxxx & Xxxxx Fund Xxxxxxxx IM Funds, Inc or other regulated investment companies for which Xxxx & Xxxxx Capital Xxxxxxxx Investment Management, LLC Inc serves as Investment Advisor or designates as being eligible for investment. Shares of stock of an Investment Company shall be referred to as “Investment Company Shares”. To the extent that two or more funds are available for investment, contributions shall be invested in accordance with the depositor’s investment election.

Appears in 1 contract

Samples: Custodial Account Agreement

Investment of Account Assets. a. All contributions to the custodial account shall be invested in the shares of the The Xxxx & Xxxxx Fund X’Xxxxxxxxxxx Funds or, if available, any other series of The Xxxx & Xxxxx Fund X’Xxxxxxxxxxx Funds or other regulated investment companies for which Xxxx & Xxxxx Capital X’Xxxxxxxxxxx Asset Management, LLC serves as Investment Advisor or designates as being eligible for investment. Shares of stock of an Investment Company shall be referred to as “Investment Company Shares”. To the extent that two or more funds are available for investment, contributions shall be invested in accordance with the depositor’s investment election.

Appears in 1 contract

Samples: Custodial Account Agreement

Investment of Account Assets. a. All contributions to the custodial account shall be invested in the shares of the The Xxxx & Xxxxx Fund Xxxxxxx Funds or, if available, any other series of The Xxxx & Xxxxx Fund Xxxxxxx Funds or other regulated investment companies for which Xxxx & Xxxxx Xxxxxxx Capital Management, LLC Inc. serves as Investment Advisor or designates as being eligible for investment. Shares of stock of an Investment Company shall be referred to as “Investment Company Shares”. To the extent that two or more funds are available for investment, contributions shall be invested in accordance with the depositor’s investment election.

Appears in 1 contract

Samples: Custodial Account Agreement

Investment of Account Assets. a. b. All contributions to the custodial account shall be invested in the shares of the The Xxxx & Xxxxx Fund Xxxxxxx Funds or, if available, any other series of The Xxxx & Xxxxx Fund Xxxxxxx Funds or other regulated investment companies for which Xxxx St. Xxxxx X. Xxxxxxx & Xxxxx Capital ManagementCompany, LLC serves as Investment Advisor or designates as being eligible for investment. Shares of stock of an Investment Company shall be referred to as “Investment Company Shares”. To the extent that two or more funds are available for investment, contributions shall be invested in accordance with the depositor’s investment election.

Appears in 1 contract

Samples: Custodial Account Agreement

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