Basis of Advice. Client acknowledges that Advisor obtains information from a wide variety of publicly available sources and that Advisor has no sources, and does not claim to have sources, of inside or private information. The recommendations developed by Advisor are based upon the professional judgment of Advisor and its individual counselors
Appears in 3 contracts
Samples: Hourly Investment Counseling Agreement, Investment Counseling Agreement, Hourly Investment Counseling Agreement
Basis of Advice. Client acknowledges that Advisor Adviser obtains information from a wide variety of publicly available sources and that Advisor Adviser has no sources, and does not claim to have sources, of inside or private information. The recommendations developed by Advisor Adviser are based upon the professional judgment of Advisor Adviser and its individual counselorsprofessional counselors and neither Adviser nor its individual counselors can guarantee the results of any of their recommendations. Client at all times may elect unilaterally to follow or ignore completely or in part any information, recommendation or counsel given by Adviser under this Agreement.
Appears in 2 contracts
Samples: Financial Planning Agreement, Financial Planning Agreement
Basis of Advice. Client acknowledges that Advisor obtains information from a wide variety of publicly available sources and that Advisor has no sources, and does not claim to have sources, of inside or private information. The recommendations developed by Advisor are based upon the professional judgment of Advisor and its individual counselorsprofessional counselors and neither Advisor nor its individual counselors can guarantee the results of any of their recommendations. Client at all times may elect unilaterally to follow or ignore completely or in part any information, recommendation or counsel given by Advisor under this Agreement.
Appears in 1 contract
Samples: Financial Planning Agreement
Basis of Advice. Client acknowledges that Advisor Adviser obtains information from a wide variety of publicly available sources and that Advisor Adviser has no sources, and does not claim to have sources, of inside or private information. The recommendations developed by Advisor Adviser are based upon the professional judgment of Advisor Adviser and its individual counselorsprofessional counsellors and neither Adviser nor its individual counsellors can guarantee the results of any of their recommendations. Client at all times may elect unilaterally to follow or ignore completely or in part any information, recommendation or advice given by Adviser under this Agreement.
Appears in 1 contract
Samples: Investment and Trading Opportunity Planning Agreement
Basis of Advice. Client acknowledges that Advisor Adviser obtains information from a wide variety of publicly available sources and that Advisor has no and/or certain private sources. The advice (whether non-discretionary or discretionary) provided by Adviser is based upon Adviser’s analysis of such information, and does Adviser cannot claim to have sourcesguarantee the accuracy or validity of the data upon which its analysis, of inside policy recommendations, or private information. The recommendations developed by Advisor studies are based upon the professional judgment of Advisor and its individual counselorsbased.
Appears in 1 contract
Basis of Advice. Client acknowledges that Advisor Adviser obtains information from a wide variety of publicly available sources and that Advisor has no sources, and does not claim to have sources, of inside or private information. The recommendations developed by Advisor are Adviser develops is based upon the professional judgment and individual professional counselors and neither Adviser nor its associates can guarantee the results of Advisor and any of its individual counselorsrecommendations. Client may follow or ignore completely or in part any information, recommendation, or counsel given by Adviser under this agreement.
Appears in 1 contract
Samples: Financial Planning Agreement
Basis of Advice. Client acknowledges that Advisor obtains information from a wide variety of publicly available sources and that sources. Advisor has no sources, and does not have, nor does it claim to have sources, sources of inside or private information. The recommendations developed by Advisor are based upon the professional judgment of Advisor and its individual counselorscannot guarantee the results of any recommendations. Client always shall elect unilaterally to follow or ignore completely, or in part, any information, recommendation, or advice given by Advisor under this Agreement.
Appears in 1 contract
Samples: Financial Planning Agreement
Basis of Advice. Client acknowledges that Advisor obtains information from a wide variety of publicly available sources and that Advisor has no sources, and does not claim to have sources, of inside or private information. The investments and recommendations developed by Advisor are based upon the professional judgment of Advisor and its individual counselorsassociated persons and neither Advisor nor its associated persons can or have guaranteed the results of any of their recommendations.
Appears in 1 contract
Samples: Portfolio Management Agreement