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

  • When these services benefit more than one Fund, the costs are allocated among the Funds based on transaction activity or some other fair basis as determined by the Portfolio Advisor and any portfolio sub-advisors.

  • Management fees payable and other accrued expenses on the Statements of Financial Position are amounts generally payable to a related party of the Fund.Manager, Trustee, Portfolio Advisor, and Portfolio Sub-Advisor of the FundsCIBC Asset Management Inc.

  • Brokerage business may be allocated by the Portfolio Advisor or portfolio sub-advisors to CIBC World Markets Inc.

  • These goods and services are paid for with a portion of brokerage commissions and assist the Portfolio Advisor and portfolio sub-advisors with their investmentdecision-making services to the Fund or relate directly to executing portfolio transactions on behalf of the Fund.

  • These goods and services are paid for with a portion of brokerage commissions and assist the Portfolio Advisor and portfolio sub-advisors with their investment decision-making services to the Fund or relate directly to executing portfolio transactions on behalf of the Fund.


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 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 CI Investments Inc.;
Portfolio Advisor means Cypress Capital Management Ltd. or its successors or such other affiliated entity as is acceptable to the General Partner.
Portfolio Advisor. ’ means NGIC.
Portfolio Advisor means MM Asset, acting in its capacity as portfolio advisor to the Fund;