Portfolio Advisor definition

Portfolio Advisor means Archon or such other portfolio advisor as the Board of Managers shall select.

Portfolio Advisor shall include the Portfolio Advisor and/or any of its affiliates and the directors, officers and employees of the Portfolio Advisor and/or any of its affiliates.

Portfolio Advisor or “PAM” means Proof Capital Inc.’s subsidiary, Proof Asset Management Inc. The Portfolio Advisor, a corporation incorporated under the laws of the Province of Alberta, will act as an industry advisor and service provider to the Manager and will receive fees from the Manager therefor.

Examples of Portfolio Advisor in a sentence

• All such decisions and implementation of portfolio transactions for Portfolio Advisor accounts will be made by the Financial Adviser.

• All such decisions and implementation of portfolio transactions for Portfolio Advisor accounts will be made by the Director of Managed Account Operations.

• Additionally, only 2 transfers in any calendar month may involve any of the following investment options: International Value, International Small-Cap, International Large-Cap, Emerging Markets, BlackRock Global Allocation V.I. Fund Class III, Janus Aspen Series Overseas Service Class, PIMCO Global Multi-Asset Portfolio Advisor Class, Templeton Global Bond Securities Fund Class II or Van Eck Worldwide Hard Assets Fund.

• The Portfolio Advisor acknowledges that it has received notice of and accepts the limitations upon the Trust's liability set forth in its Declaration of Trust.

• It is understood that the Portfolio Advisor may perform investment advisory services for various other clients, including other investment companies.

More Definitions of Portfolio Advisor

Portfolio Advisor means Deutsche Asset Management International GmbH, a German limited liability company with its principal office at Mainzer Landstrasse 178 - 190, 60327 Frankfurt am Main, Germany, which definition shall include any successor thereof.

Portfolio Advisor means a portfolio advisor appointed by the General Partner to provide advice on investments and manage the Partnership’s investment portfolio, the initial Portfolio Advisor being Front Street Investment Management Inc.

Portfolio Advisor means MM Asset, acting in its capacity as portfolio advisor to the Fund;

Portfolio Advisor. ’ means NGIC.

Portfolio Advisor means Cypress Capital Management Ltd. or its successors or such other affiliated entity as is acceptable to the General Partner.

Portfolio Advisor means CI Investments Inc.;

Portfolio Advisor means a financial institution recognized and authorized by GGA to act in the capacity of advising on and managing assigned portions of the Plan portfolio in consultation with GGA.