Sentences with phrase «relied upon an investment»

For several years before December 2008, our Portfolio 2 investors had relied upon an investment management firm to manage their investments.

Not exact matches

«Solutions» include pre-emptive activities such as building long - term relationships with future founders or mentoring at incubators to meet teams pre-seed, plus getting really good at reference diligence, but we still rely upon accelerating the «would we work well together» discussion during fast - moving investments.

«I rely on one or more investment advisors who are compensated, at least in part, based upon sales commissions.»

This article is not intended to provide legal, accounting, tax, investment, financial or other advice and should not be relied upon for such advice.

These amendments were, as a whole, intended to ensure that retirement investors would consistently be protected by Impartial Conduct Standards, regardless of the particular exemption upon which an investment advice fiduciary relies.

This information should not be relied upon as a primary basis for an investment decision.

The information contained herein is for informational purposes only and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy.

This information should not be relied upon by the reader as research or investment advice regarding any issuer or security in particular.

This material is contains information from publications prepared by the BlackRock Investment Institute and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investmentInvestment Institute and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investmentinvestment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investmentinvestment strategy.

This information should not be relied upon by the reader as research or investment advice regarding any fund, issuer or security in particular.

Nothing in this document may be relied upon as investment advice or an investment recommendation.

This interview is not intended to constitute investment, legal or tax advice and should not be relied upon as such.

This information should not be relied upon by the reader as research or investment advice regarding the funds or any issuer or security in particular.

This material is prepared by BlackRock and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy.

These views are for informational purposes only and should not be relied upon as a recommendation to purchase any security or a solicitation or investment advice from the Advisor.

Nothing contained in this email is intended to be, nor shall it be construed as, investment advice by Phoenix Capital Research or any of its affiliates, nor is it to be relied upon in making any investment or other decision.

That's because profit growth has been the undeniable MVP of the nine - year bull market, and traders have been conditioned to rely heavily upon it for investment...

It should not be considered or relied upon as legal, tax or investment advice or an investment recommendation, or as a substitute for legal or tax counsel.

CCI members expressed concern that changes to how passive income is treated under Canada's tax system could reduce the availability of risk capital in Canada that is relied upon for business investment.

These views are for informational purposes only and should not be relied upon as a recommendation or solicitation or as investment advice from the Advisor.

The Site is only intended to provide you with general information and is neither an offer to sell nor a solicitation of an offer to purchase any products or services of any kind whatsoever, including, without limitation, security or investment fund, or engage any investment manager and may not be relied upon for investment purposes.

Most investors do not realize that earnings, earnings per share and earnings growth are only accounting data and should not be relied upon for making investment decisions because:

While the Howey test is relied upon to judge whether an arrangement is an investment contract, Howey is not the end - all - be-all test to check whether a token is a security.

I do not think Silent Stan wants his investment to lose wealth, I do not think Silent Stan is deeply knowledgeable about football and relies upon people in his staff to advise him.

Public schools across the country rely upon federal investments for key education programs such as Title I grants for disadvantaged students, special education under the Individuals with Disabilities Education Act (IDEA), and also programs such as Impact Aid, which provides support to school districts educating students whose parents are enlisted in our Armed Forces and those who reside on tribal trust lands.

University education departments need to have enough ITT numbers to ensure sustainability and investment in the specialist staff and research upon which schools rely.

The information is not intended to provide specific financial, investment, tax, legal or accounting advice for you, and should not be relied upon in that regard.

This material is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, to buy or sell any securities or to adopt any investment strategy.

Personally, I have found that investments with simple to definable «Moats» (like COKE's brand & worldwide distribution system, Wells Fargo's low cost deposit base, JNJ's three legged platform — branded drug, consumer products, orthopedic / surgical medical devices, Markel / Berkshire's multi-decade culture of cherishing being relied upon, Exxon's rigid adherence to conservative ROIC decison's on capex projects) enable me to not only maintain composure when times are challenging, but also add meaningfully during those times.

Whereas a fixed annuity relies upon the insurance company's general account to support the contract, a variable contract involves investments in any number of sub-accounts (potentially dozens) consisting of various classes of assets such as stocks, bonds and money market accounts.

Disclaimer: Opinions expressed herein by the author are not an investment or benefit recommendation and are not meant to be relied upon in investment or benefit decisions.

As it provides only a rough assessment of a hypothetical asset allocation, it should not be relied upon, nor form the primary basis for your investment, financial, tax - planning or retirement decisions.

Guidance from an investment adviser, who will work with you to customize an investment portfolio using asset allocation techniques and relying upon the expertise of leading portfolio managers

The information presented in the videos should not be relied upon as investment advice.

The top 10 funds is an excellent resource to help facilitate an Advisor / Client meeting regarding a mutual fund investment portfolio of any type and should not be relied upon solely as actionable advice.

Our disciplined investment process relies upon quality research and fundamental analysis.

There's a reason why every mutual fund prospectus carries a disclaimer to the effect of «past performance may not be repeated and therefore should not be relied upon when making investment decisions.»

The owner of this site is not an investment adviser, financial planner, nor legal or tax professional and articles here are of an opinion and general nature and should not be relied upon for individual circumstances.

This information is provided for informational purposes only and is not intended to provide specific financial, investment, tax, legal or accounting advice for you, and should not be relied upon in that regard or be considered predictive of any future market performance.

As such, it relies upon the «publisher's exclusion» as provided under Section 202 (a)(11) of the Investment Advisers Act of 1940 and corresponding state securities laws.

The owner of this site is not an investment advisor, financial planner, nor legal or tax professional and articles here are of an opinion and general nature and should not be relied upon for individual circumstances.

We respectfully request that the General Assembly not alter the current carefully developed law and policy structure upon which industry has relied for purposes of investment decisions and which has made North Carolina particularly attractive to our businesses.

Using data of all appointments of ICSID arbitrators made between 1972 and 2014 and applying a social network analysis methodology, Sergio sets out to understand the role of social capital in investment arbitration by relying upon proxy measures for social connectivity.

Whereas a fixed annuity relies upon the insurance company's general account to support the contract, a variable contract involves investments in any number of sub-accounts (potentially dozens) consisting of various classes of assets such as stocks, bonds and money market accounts.

Dianne will never have to dip into retirement investment accounts, or rely upon her children to provide for her.

How much the senior life insurance polic y endowment age 90 value develops at some point relies upon largely on how well the plan provider is doing with their investment strategies.

Nothing published by CoinDesk constitutes an investment recommendation, nor should any data or written content published by CoinDesk be relied upon for any investment activities.

Nothing published by CryptoPost constitutes an investment recommendation, nor should any data or Content published by CryptoPost be relied upon for any investment activities.

EtherFlyer.com is a 100 % self - funded project that did not rely on any external investments prior to and upon its launch.

«TRIA» is one of the 21st Century tools that we rely upon to protect American jobs and allow investment to continue, despite the risk of terrorism.