Common Contracts

2 similar Non-Discretionary Investment Management Agreement contracts

NON-DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENT
Non-Discretionary Investment Management Agreement • April 26th, 2022

, whose mailing address is (“Client” or “you” or “your”) and PRIVATE CLIENT SERVICES, LLC, a Kentucky limited liability company and SEC Registered Investment Adviser, whose mailing address is 2225 Lexington Road, Louisville, KY, 40206 (“PCS” or “Advisor” or “us” or “we”) based on the terms and conditions set forth below.

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NON-DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENT
Non-Discretionary Investment Management Agreement • April 26th, 2022 • Kentucky

This Non-Discretionary Investment Management Agreement (the “Agreement”) is made between ______________________, whose mailing address is ___________________________________________ (“Client” or “you” or “your”) and PRIVATE CLIENT SERVICES, LLC, a Kentucky limited liability company and SEC Registered Investment Adviser, whose mailing address is 2225 Lexington Road, Louisville, KY, 40206 (“PCS” or “Advisor” or “us” or “we”) based on the terms and conditions set forth below.

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