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.