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Common use of Sub-Advisors Clause in Contracts

Sub-Advisors. ‌ As noted previously, the firm may use sub-advisors to manage some or all of certain client’s portfolios. The brokerage and trading practices of the Sub-Advisor will be disclosed in the Sub-Advisor’s Disclosure Brochure (ADV Part 2A).

Appears in 3 contracts

Samples: Erisa Fiduciary 3(38) Investment Management Agreement, Erisa Fiduciary 3(38) Investment Management Agreement, Erisa Fiduciary 3(38) Investment Management Agreement

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Sub-Advisors. ‌ As noted previously, the firm may use sub-advisors to manage some or all of certain client’s portfolios. The brokerage Sub- Advisor will have discretionary authority to buy, sell, exchange, and trading practices otherwise trade securities within the client account. The investment strategies of the Sub-Advisor will be disclosed in the Sub-Advisor’s their Disclosure Brochure (ADV Part 2A).

Appears in 2 contracts

Samples: Erisa Fiduciary 3(38) Investment Management Agreement, Erisa Fiduciary 3(38) Investment Management Agreement

Sub-Advisors. As noted previously, the firm may use sub-advisors to manage some or all of certain client’s portfolios. The brokerage Sub-Advisor will have discretionary authority to buy, sell, exchange, and trading practices otherwise trade securities within the client account. The investment strategies of the Sub-Advisor will be disclosed in the Sub-Advisor’s their Disclosure Brochure (ADV Part 2A).

Appears in 2 contracts

Samples: Erisa Fiduciary 3(38) Investment Management Agreement, Erisa Fiduciary 3(21) Investment Advisory Agreement

Sub-Advisors. As noted previously, the firm may use sub-advisors to manage some or all of certain client’s portfolios. The brokerage and trading practices of the Sub-Advisor will be disclosed in the Sub-Advisor’s Disclosure Brochure (ADV Part 2A).

Appears in 2 contracts

Samples: Erisa Fiduciary 3(38) Investment Management Agreement, Erisa Fiduciary 3(21) Investment Advisory Agreement

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Sub-Advisors. ‌ As noted previously, the firm may use sub-advisors to manage some or all of certain client’s portfolios. The brokerage Sub-Advisor will have discretionary authority to buy, sell, exchange, and trading practices otherwise trade securities within the client account. The investment strategies of the Sub-Advisor will be disclosed in the Sub-Advisor’s their Disclosure Brochure (ADV Part 2A).

Appears in 1 contract

Samples: Erisa Fiduciary 3(38) Investment Management Agreement