Baird Tax Management Strategies Sample Clauses

Baird Tax Management Strategies. As a default feature of the ALIGN Strategic Portfolios, the BairdNext Portfolios, the Russell Model Strategies and the UMA Programs, the Baird PWM Home Office implements certain tax management investment strategies described in the Baird Brochure (“Baird TM Strategies”) for each non-Retirement Account enrolled in one of those Programs unless Client opts out by contacting Client’s Baird Financial Advisor. Certain Baird Financial Advisors also offer tax management investment strategies (“FA TM Strategies”), described in the Baird Brochure, to non-Retirement Accounts enrolled in Baird Financial Advisor-directed Programs, including the Advisory Choice, PIM, and UAS Programs. Client understands, acknowledges and agrees that: Client is encouraged to ask Client’s Baird Financial Advisor if FA TM Strategies will be used if the Account is enrolled in a Program; PIM Managers and UAS Managers who offer FA TM Strategies will generally implement such strategies for Accounts they manage on a discretionary basis unless Client opts out by contacting Client’s Baird Financial Advisor. The Baird PWM Home Office will assist with the implementation of the FA TM Strategies. Baird’s tax management strategies are not intended to, and likely will not, eliminate Client’s U.S. federal income tax obligations. Client understands that: like all investment strategies, there is no guarantee that the implementation of a tax management strategy will be successful; and Client’s use of a tax management strategy may not actually lower Client’s tax obligations or otherwise achieve Client’s tax goals.
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