ALIGN 55ip Tax Managed Solutions Sample Clauses

ALIGN 55ip Tax Managed Solutions. The Baird Recommended Managers Program makes available ALIGN 55ip Tax Managed Solutions that are designed for a client that desires to have the strategy for the client’s Account transitioned to an ALIGN Strategic Portfolio strategy selected by the client (the “Target ALIGN Strategy”) using tax management strategies that are intended to reduce the negative impact of U.S. federal income taxes on an Account resulting from the transition. Baird has engaged 55I, LLC (d/b/a 55ip, “55ip”) to provide tax management services on a subadvisory basis to clients that select ALIGN 55ip Tax Managed Solutions. If Client selects an ALIGN 55ip Tax Managed Solution for Client’s Account, Client authorizes and directs Baird to appoint 55ip to serve as sub-adviser to Client’s Account. Client also authorizes and directs 55ip to manage Client’s Account with full discretionary authority to transition the Account holdings to reflect the target portfolio holdings of the Target ALIGN Strategy selected by Client using its tax management strategies. Client understands that: like all investment strategies, there is no guarantee that 55ip’s implementation of tax management strategies will be successful, and when such strategies are used, Client’s Account may not be successful in pursuing its primary investment strategies, objectives or goals. Client understands that Client is urged to review 55ip’s Form ADV Part 2A Brochure, which should contain additional important information about 55ip, including information about 55ip’s strategies, the types of investments 55ip may use for Client’s Account, and the risks associated with 55ip’s strategies. Such brochure is available upon request. Unless Client otherwise provides direction to Client’s Baird Financial Advisor, Client’s Account will pursue an ALIGN 55ip Tax Managed Solution until such time that Baird in its discretion determines that the Account’s transition to the Target ALIGN Portfolio has been completed, at which time the Account will be automatically enrolled in the ALIGN Strategic Portfolios Program and 55ip’s tax management services will cease.
Sample 1
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Related to ALIGN 55ip Tax Managed Solutions

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