Examples of IAR in a sentence
In addition, entities associated with the Carillon Family of Funds and funds managed by affiliates of Xxxxxxx Xxxxx are offered in certain of the AMS Managed Programs and could be recommended or selected in certain IAR Managed Account Programs and are referred to as “affiliated funds” in RJA’s Disclosure Documents.
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.
The participation of RJA- affiliated Managers or funds may create an incentive for the IAR to recommend the RJA-affiliated Manager or fund over a similarly qualified and suitable non-affiliated Manager or fund.
You select a compatible investment strategy, with the assistance of your IAR, and AMS and/or the Manager assumes discretionary management duties in accordance with such investment strategy and/or discipline within the strategy, as applicable.