Common Contracts

Investment Advisory Services Agreement

Investment Advisory Services Agreement • August 10th, 2023 • Georgia

• Contract Type
  Investment Advisory Services Agreement
• Filed
  August 10th, 2023
• Jurisdiction
  Georgia

This Agreement is entered into among (the "Client") and Cape Investment Advisory, Inc., an SEC registered investment advisor (“Cape” or “Advisor”), and (“Portfolio Advisor”), an investment adviser representative (“IAR”) of Cape.