ALIGN Strategic Portfolios Program Sample Clauses

ALIGN Strategic Portfolios Program. If Client participates in the ALIGN Strategic Portfolios Program, Client authorizes Xxxxx to manage Client’s Account with full discretionary authority according to the proprietary model strategic asset allocation strategy developed by Xxxxx (each such model an “ALIGN Strategic Portfolio”) that is selected by Client. The ALIGN Strategic Portfolios Program offers model asset allocation portfolios that have different investment objectives and use different strategic investment strategies. Each ALIGN Strategic Portfolio provides for specific levels of investment across different asset classes, such as equity securities, fixed income securities, Non-Traditional Assets, Alternative Investment Products and cash. Each Portfolio generally uses mutual funds and ETPs, primarily ETFs, in order to implement the model asset allocation strategy. The amount allocated to an asset class or type of investment varies by Portfolio, and some Portfolios may have little or no allocation to one or more asset classes or types of investments described above. Client understands and agrees that: Xxxxx constructs each ALIGN Strategic Portfolio and adjusts the asset allocation of each ALIGN Strategic Portfolio from time to time; Xxxxx also determines the mutual funds and ETPs that are available in the ALIGN Strategic Portfolios Program, including the percentage each mutual fund or ETP comprises in each asset class within an ALIGN Strategic Portfolio; and Xxxxx may make changes to an ALIGN Strategic Portfolio from time to time as it deems appropriate and without providing prior notice to, or obtaining the consent of, Client. The ALIGN Strategic Portfolios include certain element portfolios (“ALIGN Elements Portfolios”). Client understands that the ALIGN Elements Portfolios are designed for clients with smaller accounts and as such do not invest in as many mutual funds or ETFs compared to other ALIGN Strategic Portfolios and that if Client is able to satisfy applicable account minimums for other ALIGN Strategic Portfolios, Client is encouraged to discuss with Client’s Financial Advisor whether another portfolio may be a more appropriate choice for Client. Client further understands and agrees that Xxxxx may replace investments in Client’s Account, rebalance Client’s Account assets to be consistent with Client’s chosen ALIGN Strategic Portfolio strategy, change Client’s asset allocation, or engage in tax management strategies in certain circumstances. See Sections 11 and 13 of this Supplem...
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Related to ALIGN Strategic Portfolios Program

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