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Contract Type FiledJune 13th, 2023This Agreement incorporates by reference the Statement of Investment Policy that the parties have agreed to, which is attached as Exhibit B to this Agreement.
INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • November 29th, 2022 • New Jersey
Contract Type FiledNovember 29th, 2022 JurisdictionThis Agreement incorporates by reference the Statement of Investment Policy that the parties have separately agreed to, which is attached as Exhibit B to this Agreement.
Joshua Duvall Financial Planning & Accounting, LLCInvestment Advisory Agreement • July 23rd, 2022 • New Jersey
Contract Type FiledJuly 23rd, 2022 Jurisdiction
Joshua Duvall Financial Planning & Accounting, LLCInvestment Advisory Agreement • May 18th, 2022 • New Jersey
Contract Type FiledMay 18th, 2022 Jurisdiction
Joshua Duvall Financial Planning & Accounting, LLCInvestment Advisory Agreement • December 18th, 2021 • New Jersey
Contract Type FiledDecember 18th, 2021 Jurisdiction
INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • September 30th, 2020 • New Jersey
Contract Type FiledSeptember 30th, 2020 JurisdictionThis Agreement incorporates by reference the Statement of Investment Policy that the parties have separately agreed to, which is attached as Exhibit B to this Agreement.
INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • September 9th, 2020 • New Jersey
Contract Type FiledSeptember 9th, 2020 JurisdictionThis Agreement incorporates by reference the Statement of Investment Policy that the parties have separately agreed to, which is attached as Exhibit B to this Agreement.