Examples of AMS in a sentence
Certain AMS Managed Programs offer portfolios investing in exchange traded funds and mutual funds (as referenced below).
AMS can also add or remove Managers and/or investment disciplines and strategies, as applicable, in the Program, at its sole discretion.
Additionally, for certain AMS Managed Programs, AMS undertakes an annual review of the Account to determine if rebalancing is appropriate (see further information in applicable program supplements).
For IAR Managed Accounts, AMS provides only wrap fee billing and administrative services; Adviser, through its IARs, and not AMS, is responsible for all investment advice.
All AMS Managed Accounts are Discretionary Programs, in which AMS provides discretionary investment management in managing the Programs and in some cases, IAR may also have discretion to make certain investment decisions on your behalf.