Common Contracts

Investment Advisory Agreement Discretionary Mandate

Investment Advisory Agreement • July 26th, 2021 • Florida

• Contract Type
  Investment Advisory Agreement
• Filed
  July 26th, 2021
• Jurisdiction
  Florida

This Investment Advisory Agreement (the “Agreement") is entered into among You (“Client”) and Banorte Asset Management, Inc., a SEC-registered investment adviser with its principal place of business located at 5075 Westheimer, Suite 975 W, Houston, TX 77056 (also referred to as “Banorte Asset Management” or the “Adviser,” or “we,” or “us,” or “our”). Client and Banorte Asset Management agree to enter into this investment advisory relationship which entails the opening of brokerage/custody arrangement with Interactive Brokers, LLC (“IB”, the “Custodian”). This Agreement is effective as of the first day such brokerage account is opened and is ready to receive trading instructions (the “Effective Date”).