Sentences with phrase «discretionary investment»

Seavest Healthcare Properties LLC has divested of two of its early discretionary investment funds totaling 14 medical office buildings in six states through a sale to Duke Realty for $ 332 million, or $ 267 per sq. ft.. The transaction closed in a staged process from Oct. 5 to Oct. 21.

Ariel is not registered as an Investment Business Operator and may not enter into a discretionary investment management agreement with any customers.

Accountants and estate lawyers have contacts with money managers, as many of their clients use the services of discretionary investment managers.

Some may only offer discretionary investment management, where you are not part of the day - to - day decisions.

Households over age 60 own half of the discretionary investment assets in the United States and are increasingly responsible for generating income from these investments to fund retirement.

CIBC Personal Portfolio Services is a discretionary investment management service provided by CIBC Trust Corporation and distributed by CIBC Securities Inc. and CIBC Investor Services Inc., each wholly - owned subsidiaries of CIBC, to individuals with household investable assets greater than $ 100,000.

As the social media manager for Nutmeg, an online discretionary investment advisor, I found it particularly relevant.

With our discretionary investment management service, you and your wealth manager will build a strategy based on your individual goals.

A discretionary investment management service that offers a diversified approach to global asset allocation and access to investment managers from around the world.

A trustee that is a «directed trustee» is responsible for the safekeeping of trust assets but has no discretionary investment management duties or authority over the assets.

Discretionary investment management: An investment manager has discretion over both asset allocation and individual security selection in relation to the assets held in the client's portfolio.

Discretionary investment management may also ensure that the client has access to better investment opportunities through the portfolio manager.

ML Wealth does not participate, at this time, in wrap fee programs, which are arrangements between broker - dealers, investment advisers, banks and other financial institutions and affiliated and unaffiliated investment advisers through which the clients of such firms receive discretionary investment advisory, execution, clearing and custodial services in a «bundled» form.

The Dedicated Portfolios Program is a co-sponsored and co-advised discretionary investment advisory program offered by E * TRADE Capital Management and Lockwood Advisors, Inc (Lockwood).

Managed accounts, which typically include discretionary investment advice and therefore could not qualify for exemptive relief using a BIC, could use fee levelization for commission - based products and BICs for programs featuring nondiscretionary advice, according to Wagner.

CWB Private Wealth uses a discretionary investment management model to serve our clients.

Ensemble Capital is a discretionary investment manager and does not make «recommendations» of securities.

The PNC Financial Services Group, Inc. («PNC») uses the marketing name PNC Institutional Advisory Solutions ® for discretionary investment management, trustee, and other related services conducted by its subsidiary, PNC Bank, National Association («PNC Bank»), which is a Member FDIC.

FMD offers discretionary investment advisory services to individuals, high net worth individuals, trusts and estates, and individual participants of retirement plans.

As a discretionary investment manager, SAI may elect to sell assets in an account at any time.

Fidelity Wealth Management Advisory ® offers optional nondiscretionary advisory and wealth planning services, as well as optional discretionary investment management services.

With this discretionary investment management service, any assets contributed to an investor's account that Fidelity ® Personalized Portfolios do not elect to retain may be sold at any time after contribution.

Bellwether provides discretionary investment management focused on North American Dividend Growth investing and is dedicated to serving the distinct needs of affluent families, foundations, estates and trusts.

Prior to founding Bellwether, he led TD Waterhouse Private Investment Counsel, the TD Bank's discretionary investment management division.

Jacques has over 35 years of experience in the Global Financial Service industry, Private Banking and Discretionary Investment Management.

Prior to forming Bellwether, Bob was the Senior Vice President in charge of TD Waterhouse Private Investment Counsel, the discretionary investment management division of the TD Bank.

Prior to founding Bellwether Investment Management, he led TD Waterhouse Private Investment Counsel, the TD Bank's discretionary investment management division.

Bellwether had been founded one year earlier by former head of TD Waterhouse's discretionary investment management division, Bob Sewell, who was joined in 2011 by the co-founder of Investment Planning Counsel, Steve Meehan.

Craig has been managing discretionary investment portfolios for affluent families, trusts and foundations since the early nineties.

Investing activities are discretionary investments made by management.

Belief update: My circle of competence for making discretionary investments is smaller than I thought.

Consumer discretionary stocks look attractive to Zirin and his team, who implemented a top - down approach to identify strong consumer discretionary investments.

This would lead me to think that any discretionary investments should not be in local stocks, but instead in other regions than the one you live, in other sectors than the one you work in, in other products than the ones you buy, etc..

GDAX is primarily meant for professionals with high volumes because it requires you to have significant assets (> $ 5M in discretionary investments) to access margin trading and other advanced features.

Not exact matches

Some of these measures exclude net realized investment gains (losses), net of tax, and / or net unrealized investment gains (losses), net of tax, included in shareholders» equity, which can be significantly impacted by both discretionary and other economic factors and are not necessarily indicative of operating trends.

«Because we are in the hospitality and recreation business, which is largely dependent on discretionary spending,» the company's latest financial report explains, «we believe that the weak housing market, increases in unemployment, decreases in air flights to Las Vegas, decreases in the value of stock and other investments, and the general tightening of spending on business travel have all affected visitations to Las Vegas and the spending budget of our customers.»

Sullivan supervises a staff of professionals performing direct investment of discretionary funds and providing investment advice to other portfolios.

Assets rose mainly in «alternative risk premia», an automated investment style, but also thanks to the launch of a $ 400 million European credit product and modest flows into computer - driven and discretionary long - only funds.

«The venture community's investments should transcend age,» urges the post, which concludes that VCs, «need to understand that 50 + entrepreneurs may have the most discretionary money to invest, the connections and work experience to execute, plus the motivation and drive required to start a business that works.»

It's a smart strategy to pay for these discretionary expenses from your investment portfolio.

Prior to joining Bellwether in November 2008, Bill was associated with Valern Investment Management Inc. in Oakville, Ontario, where he specialized in private client discretionary portfolio management.

archerETF Portfolio Management is a division of Bellwether Investment Management, an Ontario firm registered as a «Discretionary Portfolio Manager» with the Ontario Securities Commission.

© 2011 archerETF Portfolio Management is a division of Bellwether Investment Management, a discretionary portfolio manager registered with the Ontario Securities Commission.

Leith Wheeler offers F - Series Funds through investment advisors on a fee - for - service or discretionary basis.

Trevor was formerly a Senior Director and Portfolio Manager for one of Europe's leading private investment offices, UK - based Stanhope Capital LLP, where he managed discretionary mandates covering a diverse range of asset classes for global families and U.K. charities.

We provide a customized investment solution to clients in need of a targeted investment program, as well as discretionary strategies to assist clients in building investment programs based on the University Endowment Model.

When implemented, they create a powerful investment in your employees, unlocking their discretionary effort and, in turn, leading to better individual performance, increased organizational performance, and, ultimately, a high - performance organizational culture.

We offer a comprehensive suite of F - Series Funds to investment advisors, on a fee for service or discretionary basis, at among the lowest fees in the industry.

Leith Wheeler Investment Funds are only available through investment advisors who provide advice on a fee - for - service or discretionary managemInvestment Funds are only available through investment advisors who provide advice on a fee - for - service or discretionary manageminvestment advisors who provide advice on a fee - for - service or discretionary management basis.

Any references to «we,» «us,» or «our» refer to the investment professionals associated with one or more of the following entities: the Investment Manager for your managed account will be Strategic Advisers, Inc., a registered investment adviser and a Fidelity Investments company; your Investment Manager is responsible for ongoing monitoring and oversight of your account; the Investment Manager has engaged Fidelity Investments Money Management, Inc. (FIMM) to provide the day - to - day discretionary management of your account, including investment selection and trade execution, subject to the Investment Manager's oversight and minvestment professionals associated with one or more of the following entities: the Investment Manager for your managed account will be Strategic Advisers, Inc., a registered investment adviser and a Fidelity Investments company; your Investment Manager is responsible for ongoing monitoring and oversight of your account; the Investment Manager has engaged Fidelity Investments Money Management, Inc. (FIMM) to provide the day - to - day discretionary management of your account, including investment selection and trade execution, subject to the Investment Manager's oversight and mInvestment Manager for your managed account will be Strategic Advisers, Inc., a registered investment adviser and a Fidelity Investments company; your Investment Manager is responsible for ongoing monitoring and oversight of your account; the Investment Manager has engaged Fidelity Investments Money Management, Inc. (FIMM) to provide the day - to - day discretionary management of your account, including investment selection and trade execution, subject to the Investment Manager's oversight and minvestment adviser and a Fidelity Investments company; your Investment Manager is responsible for ongoing monitoring and oversight of your account; the Investment Manager has engaged Fidelity Investments Money Management, Inc. (FIMM) to provide the day - to - day discretionary management of your account, including investment selection and trade execution, subject to the Investment Manager's oversight and mInvestment Manager is responsible for ongoing monitoring and oversight of your account; the Investment Manager has engaged Fidelity Investments Money Management, Inc. (FIMM) to provide the day - to - day discretionary management of your account, including investment selection and trade execution, subject to the Investment Manager's oversight and mInvestment Manager has engaged Fidelity Investments Money Management, Inc. (FIMM) to provide the day - to - day discretionary management of your account, including investment selection and trade execution, subject to the Investment Manager's oversight and minvestment selection and trade execution, subject to the Investment Manager's oversight and mInvestment Manager's oversight and monitoring.