Investment consulting services definition

Investment consulting services means a consultation for the purposes of assisting the adviser's decision as to whether to buy, sell, or abstain from buying or selling, positions in client accounts;

Examples of Investment consulting services in a sentence

  • Investment consulting services and research materials can be provided by a third party if such provision is not in breach with the Terms and Conditions or the law.

  • Investment consulting services are provided by AndCo Consulting, legal services are provided by VanOverbeke Michaud & Timmony, P.C., actuarial services are provided by Gabriel Roeder Smith & Company, custodial services are provided by The Northern Trust Company, property consulting services are provided by Livingston, York Advisors, and the medical director that serves the Plan is MedSource/Consulting Physicians.

  • Investment consulting services include but are not limited to provision of advice in relation to managed accounts, model portfolios and approved product lists.

  • Investment consulting services would include asset allocation studies, investment policy development, strategic and tactical advice, alternative investment advice and recommendations, risk management, investment manager searches, research (both markets and manager related), periodic IAC education, and assistance in meeting the investment goals of the System.

  • Investment consulting services provided are based on the individual needs of Client.

  • Investment consulting services, as well as investment manager search assistance and investment performance analy- sis, have been provided by Russell Investment Group of Tacoma, WA.

  • Investment consulting services are provided by AndCo Consulting, legal services are provided by VanOverbeke Michaud & Timmony, P.C., actuarial services are provided by Gabriel Roeder Smith & Company, custodial services are provided by The Northern Trust Company, and the medical director that serves the Plan is MedSource/Consulting Physicians.

  • To coordinate a balanced programme of sports tours (both within and outside of the country) giving consideration to the continuity of pupils’ education and the financial burden placed on parents.

  • He has also consulted for a number of both public and private organizations.

  • Brazil Investment consulting services 99.99% 99.99% 99.99%Infostocks Informações e Sistemas Ltda.

Related to Investment consulting services

  • Consulting Services means services of an advisory and intellectual nature provided by consultants using their professional skills to study, design, organize, and manage projects, encompassing multiple activities and disciplines, including the crafting of sector policies and institutional reforms, specialist advice, legal advice and integrated solutions, change management and financial advisory services, planning and engineering studies, and architectural design services, supervision, social and environmental assessments, technical assistance, and programme implementation;

  • Investment Consultant means PMA Asset Management, LLC, or such other Person who shall be acceptable to the Governing Board.

  • Investment Advisory Services means (a) advice with respect to the desirability of investing in, purchasing or selling securities or other property, including the power to determine what securities or other property shall be purchased or sold, but not including furnishing only statistical and other factual information (such as economic factors and trends); and (b) the provision of financial, economic or investment management services, but only if ancillary and related to the advice referred to in clause (a) above.

  • Advisory Services has the meaning set forth in Section 4.4.

  • Consultancy Services means the Consultancy Services described in Schedule A;

  • Project Management Consultant means --------------Not Applicable --------------

  • Education Services means education and hostel facilities for students and scholars provided by -

  • Consulting physician means a physician who is qualified by specialty or experience to make a professional diagnosis and prognosis regarding the patient's disease.

  • IT Services any services relating to the IT Systems or to any other aspect of the Company's or any of the Subsidiaries' data processing or data transfer requirements, including facilities management, bureau services, hardware maintenance, software development or support, consultancy, source code deposit, recovery and network services;

  • Investment Management Services means any services which involve: (i) the management of an investment account or Fund (or portions thereof or a group of investment accounts or Funds); (ii) the giving of advice with respect to the investment and/or reinvestment of assets or funds (or any group of assets or funds); or (iii) otherwise acting as an “investment adviser” within the meaning of the Investment Advisers Act of 1940, as amended, including, without limitation, in each of the foregoing cases, performing activities related or incidental thereto.

  • Independent living services means services and activities provided to a child in foster care 14 years

  • Consulting Engineers means the independent engineer or engineering firm or corporation employed in connection with any Project to perform and carry out the duties of the Consulting Engineer under this Indenture or any Supplemental Indenture.

  • Program services means services that include all of the following provided they are pursuant to a program agreement: program needs assessment and development, job task analysis, curriculum development and revision, instruction, instructional materials and supplies, computer software and upgrades, instructional support, administrative and student services, related school to career training programs, skill or career interest assessment services and testing and contracted services.

  • Hosting Services means the provision, administration, and maintenance of servers and related equipment, the provision of bandwidth at the hosting facility, and the operation of the Application for access by Customer Users to be provided by the relevant hosting service provider.

  • Consulting Engineer /"Consultant" shall mean any firm or person duly appointed as such from time to time by the owner.

  • audit services means the professional services rendered by the Corporation’s external auditor for the audit and review of the Corporation’s financial statements or services that are normally provided by the external auditor in connection with statutory and regulatory filings or engagements;

  • Employment Services means "employment services" as defined in OAR 411-345-0020.

  • Consulting means the application of scientific principles and procedures in counseling and human development to provide assistance in understanding and solving current or potential problems that the client may have in relation to a third party, individuals, groups, and organizations.

  • Consulting Agreements has the meaning set forth in the Recitals.

  • Information Services means the Municipal Securities Rulemaking Board’s Electronic Municipal Market Access System; or, such other services providing information with respect to called municipal obligations as the District may specify in writing to the Paying Agent or as the Paying Agent may select.

  • Supported employment services means provision of job training and supervision available to assist an individual who needs intensive ongoing support to choose, get, and keep a job in a community business setting. Supported employment is a service planned in partnership with public vocational assistance agencies and school districts and through Social Security Work Incentives when available.

  • Beta Services means Xxxxxx services or functionality that may be made available to Customer to try at its option at no additional charge which is clearly designated as beta, pilot, limited release, developer preview, non-production, evaluation, or by a similar description.

  • Outplacement Services means professional outplacement services determined by the Employer to be suitable to the Executive’s position. The maximum amount that the Employer will pay for such services is set forth on the first page of the Agreement. The outplacement services shall be made available until the earlier of (i) such time as the aggregate cost to the Employer of the outplacement services reaches the maximum amount specified on the first page of the Agreement, and (iii) the date on which the Executive obtains another full-time job. The Employer will not pay the Executive cash in lieu of professional outplacement services.

  • Consulting Period has the meaning assigned thereto in Section 14(f) hereof.

  • Counseling services means services provided by qualified social workers, psychologists, guidance counselors, or other qualified personnel.

  • Client services means services provided directly to agency