Portfolio Advisor definition

Portfolio Advisor means Archon or such other portfolio advisor as the Board of Managers shall select.
Portfolio Advisor shall include the Portfolio Advisor and/or any of its affiliates and the directors, officers and employees of the Portfolio Advisor and/or any of its affiliates.
Portfolio Advisor or “PAM” means Proof Capital Inc.’s subsidiary, Proof Asset Management Inc. The Portfolio Advisor, a corporation incorporated under the laws of the Province of Alberta, will act as an industry advisor and service provider to the Manager and will receive fees from the Manager therefor.

Examples of Portfolio Advisor in a sentence

  • In the event of any reorganization or other change in the Portfolio Advisor, its investment principals, supervisors or members of its investment (or comparable) committee, the Portfolio Advisor shall give the Advisor and the Trust's Board of Trustees written notice of such reorganization or change within a reasonable time (but not later than 30 days) after such reorganization or change.

  • The Portfolio Advisor shall for all purposes herein be deemed an independent contractor and shall, except as expressly provided or authorized (whether herein or otherwise), have no authority to act for or represent the Trust in any way or otherwise be deemed an agent of the Trust or the Portfolio.

  • The Portfolio Advisor has supplied to the Advisor and the Trust copies of its Form ADV with all exhibits and attachments thereto (including the Portfolio Advisor's statement of financial condition) and will hereafter supply to the Advisor, promptly upon the preparation thereof, copies of all amendments or restatements of such document.

  • The Portfolio Advisor will, in the name of the Portfolio, place orders for the execution of all portfolio transactions in accordance with the policies with respect thereto set forth in the Trust's registration statements under the 1940 Act and the Securities Act of 1933, as such registration statements may be in effect from time to time.

  • The Portfolio Advisor acknowledges that it has received notice of and accepts the limitations upon the Trust's liability set forth in its Declaration of Trust.


More Definitions of Portfolio Advisor

Portfolio Advisor means Deutsche Asset Management International GmbH, a German limited liability company with its principal office at Mainzer Landstrasse 178 - 190, 60327 Frankfurt am Main, Germany, which definition shall include any successor thereof.
Portfolio Advisor means a portfolio advisor appointed by the General Partner to provide advice on investments and manage the Partnership’s investment portfolio, the initial Portfolio Advisor being Front Street Investment Management Inc.
Portfolio Advisor s Fee” means the annual fee in the amount of 2% of the Net Asset Value, calculated and paid monthly in arrears by the Partnership to the Portfolio Advisor.
Portfolio Advisor means a financial institution recognized and authorized by GGA to act in the capacity of advising on and managing assigned portions of the Plan portfolio in consultation with GGA.
Portfolio Advisor. ’ means NGIC.
Portfolio Advisor means MM Asset, acting in its capacity as portfolio advisor to the Fund;
Portfolio Advisor means Cypress Capital Management Ltd. or its successors or such other affiliated entity as is acceptable to the General Partner.