Sentences with phrase «discretionary account»

For clients in discretionary accounts, portfolio managers can act on available information quickly and efficiently, selling the position out of all their accounts in a single, cost - effective transaction.

You may need more of a traditional stock broker instead of an adviser who puts your money into a managed discretionary account.

In discretionary accounts, we help the client to determine and periodically review his or her investment goals.

Any historical numbers, awards, and recognitions presented are based on the performance of a (GIPS ®) composite, Swan's DRS Select Composite, which includes non-qualified discretionary accounts invested in since inception, July 1997, and is net of fees and expenses.

Any historical numbers, awards and recognitions presented are based on the performance of a (GIPS ®) composite, Swan's DRS Select Composite, which includes non-qualified discretionary accounts invested in since inception, July 1997, and are net of fees and expenses.

Discretionary accounts give a broker or financial adviser the right to buy and sell stock without notifying you.

We support a balanced budget, but to do so will require deep cuts in the mandatory spending that account for two - thirds of federal spending — not much smaller discretionary accounts like foreign assistance, which represents less than two - thirds of one percent of the budget.

The governor's much - heralded proposal for regional economic development councils, to be supervised by Lt. Gov. Robert J. Duffy, is paid for by taking $ 130 million out of legislative discretionary accounts for capital financing.

In the absence of specific information as to how these reductions should be distributed, the reductions have been applied proportionately to all defense and nondefense discretionary accounts.

Founded in 1982, our first discretionary account opened in February 1984.

Any historical numbers, awards and recognitions presented are based on the performance of a (GIPS ®) composite, Swan's DRS Select Composite, which includes nonqualified discretionary accounts invested in since inception, July 1997, and are net of fees and expenses.

A type of fully discretionary account where a single annual fee, based on the account's total assets, is charged, instead of commissions and advice and service charges being levied separately for each transaction.

In my case, I manage segregated discretionary accounts and I can not trade through Questrade as they are not set up to handle licensed ICPMs like myself.

They are called discretionary accounts.

You may be asked to sign a managed discretionary account (MDA) agreement, so the robo - adviser can complete the trades on your behalf.

While this model is restrictive and does create expenses and compliance challenges, it may be an appropriate solution for some broker - dealers, particularly since (unlike BICE and the PPA exemption) it offers relief with respect to discretionary account management.

Mr. Cuomo has proposed raiding the Assembly's discretionary accounts to provide roughly $ 100 million in aid to the Metropolitan Transportation Authority.

Research and development (R&D) spending is mostly concentrated in six major spending bills that encompass programs in nine federal departments and at least nine other agencies, and includes both discretionary accounts — spending that Congress adjusts and allocates annually — and mandatory accounts — direct spending that has dedicated funding streams established by law.

Discretionary Account: An account holder gives broker or someone else the authority to buy and sell commodity futures and Options.

One interpretation I have seen by a largish Canadian accounting firm is that if trades are executed at no additional charge (for instance, in a discretionary account) that some nominal value for those trades ought to be applied against the advisory fee, since no advisor would do an unlimited amount of trades at no cost in a traditional commercial setting.

Discretionary Account An arrangement by which the holder of the account gives written power of attorney to another person, often his broker, to make trading decisions.

Discretionary Account An arrangement by which the holder of the account gives written power of attorney to person, often his broker, to make trading decisions.

Also called a Managed Account or a Discretionary Account.

Also, any person occupying a similar status or performing similar functions, in any capacity that involves (a) the solicitation or acceptance of customers» orders, discretionary accounts, or participation in a commodity pool (other than in a clerical capacity); or (b) the supervision of any person or persons so engaged.

Some strategies may be offered only in offshore, private placement and / or discretionary accounts.

Similar to a Discretionary Account but more long - term in nature and handled by a registered Portfolio Manager.

In fact, the broker charges investors in one of its managed discretionary accounts: an annual management fee of 2 per cent of an investor's balance; and in both of its managed discretionary accounts: brokerage fees and commissions.

According to ASIC, the broker has stated several times on its website that investors who invest in its managed discretionary accounts will only pay Synergy «when your account profits».

Investors can choose to manage an ETF wrap themselves in a non-discretionary account, or elect to have a professional do so on their behalf in a discretionary account.

Get your permission before buying or selling investments on your behalf, and confirm it in writing (unless you have a discretionary account or you have given someone else trading authority or power or attorney over your account).

Supervised NIH contracts that included 4 additional Project Directors and 3 Core Facilities, and discretionary accounts.

Of the total, $ 308.5 million was earmarked for Virtus Real Estate Capital II LP (VREC II); the remaining $ 100 million was deposited into a discretionary account.