advisory account

(redirected from Advisory Funds)

Advisory Account

A brokerage account in which a broker can only make limited investment decisions without consulting the investor. Such decisions must be made in accordance with the customer's stated investment goals. This contrasts with a discretionary account, which gives the broker more independence.

advisory account

A brokerage account in which the broker may make limited investment decisions without consulting the customer. Securities traded in the account are confined to those that meet the customer's investment goals. Compare discretionary account.
References in periodicals archive ?
The strategy of focusing on our discretionary service while completing the remaining reviews of advisory services is reflected in the ongoing organic growth in discretionary funds and net outflows from advisory funds.
for more than 20 years," said Albert Trank, a managing director with Prudential Capital Group responsible for the firm's advisory funds and investor relationships.
Substantial growth of advisory funds under management
At the same time we have been able to increase the advisory funds under
The Brown Advisory Funds are distributed by Quasar Distributors, LLC.
4 million square feet in various stages of development, re-development or in the pipeline for its advisory funds.
Modified FFO will adjust traditional FFO for non-cash charges, restructuring charges and the monetization of value created in our advisory funds and properties;
The increase in revenue is due to an increase in transactional revenue - primarily acquisition fees related to projects acquired by our advisory funds.
Modified FFO will adjust traditional FFO for restructuring charges and the monetization of value created in our advisory funds and properties;
A challenging capital markets environment led to less-than-expected capital raised in our advisory funds and in an ever-tightening cap rate environment we elected to sit on the sideline as opposed to chasing lower quality real estate deals at non-accretive cap rates.
Brown Advisory, located in Baltimore, is the adviser to all of the Brown Advisory Funds, which are series funds in the Forum Funds Family.

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