Common Contracts

INVESTMENT ADVISORY AGREEMENT

Investment Advisory Agreement • January 28th, 2024 • Delaware

• Contract Type
  Investment Advisory Agreement
• Filed
  January 28th, 2024
• Jurisdiction
  Delaware

This Investment Advisory Agreement (the “Agreement”), sets out the terms and conditions under which Pattern Advisors LLC will provide ongoing discretionary advisory services with respect to the assets in your Pattern account (“Advisory Assets”). Pattern Advisors LLC (“Pattern”, or the “Advisor”, or the “Firm”) is a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”). This Agreement is entered into by and between Pattern, and you, the beneficial owner (the “Account Holder” or "Advisory Account" or “you”) of a Brokerage Account (the “Account”). This Agreement shall be effective