Sentences with phrase «upon the investment objective»

Not exact matches

Before making any investment, each investor should carefully consider the risks associated with the investment, as discussed in the applicable offering memorandum, and make a determination based upon their own particular circumstances, that the investment is consistent with their investment objectives and risk tolerance.

FMD has the ongoing responsibility to select and make recommendations, based upon the objectives of the client, as to specific securities or other investments that we purchase or sell in client accounts.

Edward Jones Trust Company works in partnership with each client's local financial advisor to develop customized recommendations based upon personal investment history, risk tolerance and financial objectives.

As mentioned previously, these managers will trade the securities in the fund to meet a specific objective, and they are paid and trained to make unbiased investment decisions based upon an established trading plan or strategy that is designed to meet that objective.

Upon completion of the proposed transaction, the investment objectives and strategies of FTHI will remain unchanged.

Most personal financial advisors recommend that investors maintain a diversified investment portfolio consisting of bonds, stocks and cash in varying percentages, depending upon individual circumstances and objectives.

Since I am managing five different investment programs, geared to different investor needs, the right move depends upon the program objective and the time frame.

Hopefully, there is something here for every reader depending upon their own unique investment goals and objectives.

This content is not intended to be used as a general guide to investing, or as a source of any specific investment recommendations, and makes no implied or express recommendations concerning the manner in which any client's account should or would be handled, as appropriate strategies depend upon the client's specific circumstances and investment objectives.

You should consider your own investment objectives, financial situation and particular needs before acting upon any information provided on this website or in email communications from Montgomery Investment Management and consider seeking advice from a licenced financial advisor if investment objectives, financial situation and particular needs before acting upon any information provided on this website or in email communications from Montgomery Investment Management and consider seeking advice from a licenced financial advisor if Investment Management and consider seeking advice from a licenced financial advisor if necessary.

Following this due diligence process, our investment professionals make recommendations from among this wide range of approved products based upon the specific investment objectives, risk tolerances, and time horizons of their clients and subject to broker - dealer suitability requirements.

This market discount may be due in part to the investment objective of long - term appreciation, which is sought by many closed - end funds, as well as to the fact that the shares of closed - end funds are not redeemable by the holder upon demand to the issuer at the next determined net asset value but rather are subject to the principles of supply and demand in the secondary market.

The country has embarked upon a new reform program with the objective of becoming the financial hub of the African region and an ideal stepping stone for investment and doing business in Africa, Middle East and Asia.

Based upon market fluctuations between supply and demand, changing demographic trends, and general economic volatility, The Dilweg Companies» investment vehicles are tailored to fit specific client objectives and risk - adjusted return criteria.