Sentences with phrase «effective investment adviser»
If you're a first - time investor or someone who wants to improve his or her portfolio performance by using a more efficient and cost - effective investment adviser, consider researching Betterment to see if it's right for you.
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Effective June 14, 2012, NexPoint Advisors, L.P. became the Fund's investment adviser and administrator.
Effective July 31, 2013, Epoch Investment Partners, Inc. became the portfolio adviser for the Epoch Global Shareholder Yield Fund (formerly TD Global Dividend Fund).
Effective July 29, 2015, each Trustee who is not affiliated with the Trust or an investment adviser to any series of the Trust will receive a quarterly fee of $ 5,000 for his attendance at the regularly scheduled meetings of the Board of Trustees, to be paid in advance of each calendar quarter, as well as reimbursement for any reasonable expenses incurred.
The Fund may invest in inverse funds linked to equity securities or indices when the adviser believes this strategy will provide an effective hedge for the Fund's equity investments.