Investment Counseling definition

Investment Counseling the Investment Service by means of which Monex may issue recommendations, advice or suggestions to the Client pursuant to the Investment Strategy for such purposes provided to the Client, or, pursuant to the Client Investment Profile and its investment objectives.

Examples of Investment Counseling in a sentence

  • Federated Hermes Total Return Bond Collective Investment Fund November 18, 2020 Federated Investment Counseling The Fund seeks to provide total return by investing primarily in U.S. dollar denominated, investment grade, fixed income securities.

  • Federated Hermes High Yield Bond Collective Investment Fund May 20, 2019 Federated Investment Counseling To assist in the management of the Fund, the Trustee has retained Federated Investment Counseling, a subsidiary of Federated Hermes, Inc.

  • Federated Hermes Prime Cash Collective Investment Fund (known as the Federated Prime Cash Collective Investment Fund prior to the close of business on June 26, 2020) January 1, 2020 Federated Investment Counseling The Fund seeks to provide current income consistent with stability of principal and liquidity by investing Fund assets primarily in a portfolio of short-term, high-quality, fixed-income securities.

  • In connection with the rendering of services required under this Agreement, the Adviser has entered into agreements dated as of March 25, 1997 (the "Sub-Advisory Agreements"), with Atlanta Capital Management Company, LLC, Blairlogie Capital Management and Federated Investment Counseling (collectively, "Sub-Advisers"), pursuant to which the Sub-Advisers will render portfolio management services to the Adviser with respect to the various Portfolios and Funds, subject to the supervision of the Adviser.

  • When the Client requests a personalized recommendation with respect to Securities not considered as free commercialization, such personalized recommendation shall be provided by Monex under the Investment Counseling Service, so long as it adjusts to the Client Investment Profile and is within the concentration limits established in the Investment Strategy referred to in this Clause in letter a) of numeral I corresponding to the Investment Counseling Service.

  • These Investment Counseling Services may not be available to all clients, and in particularly, will not be available to hedge funds or other entities with other pre-agreed upon investment strategies and goals.

  • Pursuant to the foregoing, the Investment Counseling that Monex may provide within the ranges proposed in the Investment Strategy, shall not require justification of reasonableness of such Counseling.

  • Investment Manager: American Skandia Investment Services, Incorporated ▇▇▇ ▇▇▇▇▇▇▇▇▇ ▇▇▇▇▇ ▇▇▇▇▇▇▇, ▇▇▇▇▇▇▇▇▇▇▇ ▇▇▇▇▇ Attention: ▇▇▇▇ ▇▇▇▇▇ Senior Vice President & Chief Operating Officer Sub-Adviser: Federated Investment Counseling Federated Investors Tower ▇▇▇▇ ▇▇▇▇▇▇▇ ▇▇▇▇▇▇ ▇▇▇▇▇▇▇▇▇▇, ▇▇▇▇▇▇▇▇▇▇▇▇ ▇▇▇▇▇-▇▇▇▇ Attention: ▇▇▇▇▇ ▇▇▇▇▇▇▇▇ Assistant Vice President Trust: American Skandia Trust ▇▇▇ ▇▇▇▇▇▇▇▇▇ ▇▇▇▇▇ ▇▇▇▇▇▇▇, ▇▇▇▇▇▇▇▇▇▇▇ ▇▇▇▇▇ Attention: ▇▇▇▇ ▇.

  • HIGH INCOME BOND PORTFOLIO By: Federated Investment Counseling, as attorney-in-fact By: /s/ ▇▇▇▇▇▇▇ ▇.

  • Investment Manager: American Skandia Investment Services, Incorporated One Corporate Drive She▇▇▇▇, ▇▇▇▇▇▇▇▇▇▇▇ ▇▇▇▇▇ ▇▇▇▇▇▇▇▇▇: ▇▇▇▇ ▇▇▇▇▇ Senior Vice ▇▇▇▇▇▇▇▇▇ & Chief Operating Officer Sub-Adviser: Federated Investment Counseling Federated Investors Tower 1001 Liberty Avenue Pit▇▇▇▇▇▇▇, ▇▇▇▇▇▇▇▇▇▇▇▇ ▇▇▇▇▇-▇▇▇▇ ▇▇▇▇▇▇▇▇▇: ▇▇▇▇▇ ▇▇▇▇▇rth Assistan▇ ▇▇▇▇ ▇▇▇▇▇▇▇nt Trust: American Skandia Trust One Corporate Drive She▇▇▇▇, ▇▇▇▇▇▇▇▇▇▇▇ ▇▇▇▇▇ ▇▇▇▇▇▇▇▇▇: ▇▇▇▇▇▇ ▇.