Investor Advisors definition

Investor Advisors means any legal, financial or other advisors or consultants other than the Consortium Advisors retained by an Investor to provide separate representation in connection with specific issues arising out of the Transactions.

Examples of Investor Advisors in a sentence

  • The Model Portfolios have been predefined by an investment advisory firm: Prudent Investor Advisors LLC.

  • Scott Simon, J.D., CFP®, AIFA® Prudent Investor Advisors wssimon@prudentllc.comwww.prudentllc.com(760) 390-7874 The Prudent Investor Act:A Guide to Understandingby W.

  • Allen is a principal with Prudent Investor Advisors, LLC, a registered investment advisory firm in Chico, CA, and has been a business editor and talk show host for radio station KNBR 680 (http://www.knbr.com) in San Francisco for nearly nine years.Email: gallen@prudentllc.com; phone: (530) 895-0636.A R T I C L E Much of the retirement plan community has focused for over a decade on participant-directed 401(k) plans.

  • If you were previously notified that your account has a zero balance and would like help to start saving in the Plan, please call Prudent Investor Advisors, our enrollment team, at 916-235-9800.

  • If you need help with completing an SRA or if you are not sure if you completed one, please call our enrollment partner, Prudent Investor Advisors, at 916-235-9800.

  • Scott Simon is a principal at Prudent Investor Advisors, a registered investment advisory firm.

  • Email: jcc@seethebenefits.com; phone: (916) 357-5660.W. Scott Simon, JD, CFP®, AIFA®, is a principal with Prudent Investor Advisors, LLC, a registered investment advisory firm in Chico, CA, and is an expert on the Uniform Prudent Investor Act and the Restatement 3rd of Trusts (Prudent Investor Rule).

Related to Investor Advisors

  • Sub-Advisor shall include the Sub-Advisor and/or any of its affiliates and the directors, officers and employees of the Sub-Advisor and/or any of its affiliates.

  • Sub-Adviser means an adviser to

  • Investor Affiliate means (i) the Investor or any of his immediate family members, and any such persons’ respective Affiliates and direct and indirect Subsidiaries, (ii) any sponsor, limited partnerships or entities managed or controlled by the Investor or any of his immediate family, or any of such persons’ respective Affiliates and direct or indirect Subsidiaries, (iii) any trust of the Investor or any of his immediate family, or any of such persons’ respective Affiliates and direct or indirect Subsidiaries or any trust in respect of which any such persons is a trustee, (iv) any partnership of which the Investor or any of his immediate family, or any of such persons’ respective Affiliates or direct or indirect Subsidiaries is a partner that is managed or controlled by the Investor, any of his immediate family or any of such persons’ respective Affiliates or direct or indirect Subsidiaries, and (v) any trust, fund or other entity which is managed by, or is under the control of, the Investor or any of his immediate family, or any of such persons’ respective Affiliates or direct or indirect Subsidiaries, but excluding the Issuer or any of its Subsidiaries.

  • Carlyle means Carlyle Investment Management, LLC.

  • CD&R Investors means, collectively, (i) CD&R Fund VIII, (ii) CD&R Friends & Family Fund VIII, L.P., a Cayman Islands exempted limited partnership, and any successor in interest thereto, and (iii) any Affiliate of any CD&R Investor identified in clauses (i) and (ii) of this definition.

  • BRS means Behavior Rehabilitation Services.

  • Investors means the Initial Investors and any transferee or assignee who agrees to become bound by the provisions of this Agreement in accordance with Section 9 hereof.

  • Apollo means Apollo Management V, L.P. and its Affiliates or any entity controlled thereby or any of the partners thereof.

  • Investment Advisor means, in relation to a Portfolio, the investment manager or investment advisor of the Portfolio.

  • Blackstone means Blackstone Capital Partners V L.P. and its Affiliates.

  • Sub-Investment Manager means for each Fund any sub-investment manager or sub-investment managers indicated in the relevant Supplement and any sub-investment manager that the relevant Investment Manager may appoint in the future to manage the Fund, provided that disclosure of any such sub-investment managers appointed by the Investment Managers will be provided to Shareholders upon request and details thereof will be disclosed in the periodic reports to Shareholders, and provided further that each Sub-Investment Manager may appoint a sub-investment manager/advisor to manage/advise any portion of the assets of any Fund to which it has been appointed Sub-Investment Manager in accordance with the requirements of the Central Bank Rules;

  • Investor Parties has the meaning set forth in the Preamble.

  • Advisor or “ADVISORS” means the Person or Persons, if any, appointed, employed or contracted with by the Company pursuant to Section 8.1 hereof and responsible for directing or performing the day-to-day business affairs of the Company, including any Person to whom the Advisor subcontracts all or substantially all of such functions.

  • portfolio adviser means a person or company that provides investment advice or portfolio management services under a contract with the investment fund or with the manager of the investment fund;

  • Strategic Investor means a Corporation, partnership or other entity engaged in one or more Telecommunications Businesses that has, or 80% or more of the Voting Stock of which is owned by a Person that has, an equity market capitalization, at the time of its initial Investment in the Company or in a Permitted Joint Venture with the Company, in excess of $2 billion.

  • Vestar means, collectively, Vestar Capital Partners IV, L.P., a Delaware limited partnership, and Vestar/Xxxxxxx, LLC, a Delaware limited liability company.

  • Advisors has the meaning set forth in Section 14.06(c).

  • Oaktree means Oaktree Capital Management, LLC and its Affiliates, including any partnerships, separate accounts or other entities managed by Oaktree.

  • Independent Financial Advisor means an accounting, appraisal, investment banking firm or consultant to Persons engaged in Similar Businesses of nationally recognized standing that is, in the good faith judgment of the Issuer, qualified to perform the task for which it has been engaged.

  • Investor Directors has the meaning set forth in Section 2(a).

  • Advisory Person means (i) any employee of the Fund, Manager or Adviser/Subadviser (or of any company in a control relationship to the Fund, Manager or Adviser/Subadviser) who, in connection with his or her regular functions or duties, makes, participates in, or obtains current or pending information regarding the purchase or sale of a security by the Fund, or whose functions relate to the making of any recommendations with respect to such purchases or sales; and (ii) any natural person in a control relationship to the Fund who obtains information concerning recommendations made to the Fund with regard to the purchase or sale of a security.

  • Investment Adviser or "Adviser" means a party furnishing services to the Trust pursuant to any contract described in Article IV, Section 7(a) hereof;

  • transaction advisor means appointed advisor / consultant by BSNL to assist them in works related to bid process management and conclusion of transactions related to the Said Land Parcel. The Transaction Advisor for Said Land Parcel is Delhi Integrated Multi-Modal Transit System Ltd.

  • Investor Group means the Sponsor and its affiliates, successors and assigns.

  • Financial Advisors has the meaning set forth in Section 4.26.