ASSET MANAGEMENT PROGRAM CLIENT AGREEMENTAsset Management Program Client Agreement • February 10th, 2023 • Colorado
Contract Type FiledFebruary 10th, 2023 JurisdictionTHIS AGREEMENT, by and among Elderado Financial, Inc. a Colorado corporation and Registered Investment Advisor (hereinafter “EFI”), Investment Advisor Representatives (hereinafter “IAR”), and , (the “Client”), is made by Client to retain, EFI and IAR to provide to Client, certain investment advisory services subject to the terms, conditions and provisions below.
ASSET MANAGEMENT PROGRAM CLIENT AGREEMENTAsset Management Program Client Agreement • February 27th, 2020 • Colorado
Contract Type FiledFebruary 27th, 2020 JurisdictionTHIS AGREEMENT, by and among Elderado Financial, Inc. a Colorado corporation and Registered Investment Advisor (hereinafter “EFI”), Investment Advisor Representatives (hereinafter “IAR”), and , (the “Client”), is made by Client to retain, EFI and IAR to provide to Client, certain investment advisory services subject to the terms, conditions and provisions below.
ASSET MANAGEMENT PROGRAM CLIENT AGREEMENTAsset Management Program Client Agreement • May 7th, 2013 • Colorado
Contract Type FiledMay 7th, 2013 JurisdictionTHIS AGREEMENT, by and among Elderado Financial, Inc. a Colorado corporation and Registered Investment Advisor (hereinafter “EFI”), Investment Advisor Representatives (hereinafter “IAR”), and , (the “Client”), is made by Client to retain, EFI and IAR to provide to Client, certain investment advisory services subject to the terms, conditions and provisions below.