Common Contracts
2 similar Client Agreement contracts
OPTIMAL ASSET MANAGEMENT, INC. CLIENT AGREEMENTClient Agreement • December 1st, 2021 • California
This Client Agreement (“Agreement”) is entered into by Optimal Asset Management, Inc. (“Optimal”), an SEC Registered Investment Adviser and “Client” (as defined below). Client is contracting with Optimal to provide investment management services (the “Service” as defined below).
OPTIMAL ASSET MANAGEMENT, INC. CLIENT AGREEMENTClient Agreement • January 30th, 2019 • California
This Client Agreement (“Agreement”) is entered into by Optimal Asset Management, Inc. (“Optimal”), an SEC Registered Investment Adviser and “Client” (as defined below). Client is contracting with Optimal to provide investment management services (the “Service” as defined below).
