Investment Advisory Services

Investment Advisory Services. Investment management or investment advisory services, including any sub-advisory services, that involve acting as an investment adviser within the meaning of the Investment Advisers Act

Investment Advisory Services. Any services that involve (1) the management of an investment account or fund (or portions thereof or a group of investment accounts or funds), (2) the giving of advice with respect to the investment and/or reinvestment of assets or funds (or any group of assets or funds), or (3) otherwise acting as an "investment adviser" within the meaning of the Investment Advisers Act of 1940, as amended (whether or not required to be registered under such act), and performing activities related or... incidental thereto, provided that "Investment Advisory Services" shall exclude any service in respect of which no compensation or economic benefit is provided directly or indirectly to any Person in respect of such service View More