Discretionary Trading Authority. By executing this Agreement, the Client grants the Firm discretionary authority to implement all investment decisions such as but not limited to investment selection, asset allocation, and rebalancing. This discretion is limited only by the reasonable restrictions the client may place on the account. The Firm will assist the client in understanding and evaluating the possible impact of these restrictions. The Client appoints the Firm as Client’s agent and attorney-in-fact with respect to trading authorization. The Firm manages the asset allocation on a continuous basis and all allocation and investment decisions are reviewed and monitored. On occasion and at the Firm’s discretion, Symmetry may permit certain “non-discretionary” assets in their advisory accounts.
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