Common Contracts

2 similar Discretionary Investment Management Agreement contracts

DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENT
Discretionary Investment Management Agreement • August 23rd, 2023 • Georgia

This Discretionary Investment Management Agreement (“Agreement”) is entered into as of (“Effective Date”) by and between (“Client”) whose mailing address is and email address is and Regent Peak Wealth Advisors, LLC, a registered investment adviser, whose mailing address is 200 Galleria Parkway, SE Suite 1175, Atlanta, GA 30339 (“Adviser”). Client and Adviser are collectively referred to herein as the “parties”.:

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DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENT
Discretionary Investment Management Agreement • August 23rd, 2023 • Georgia

This Discretionary Investment Management Agreement (“Agreement”) is entered into as of (“Effective Date”) by and between (“Client”) whose mailing address is and email address is and Regent Peak Wealth Advisors, LLC, a registered investment adviser, whose mailing address is 200 Galleria Parkway, SE Suite 1175, Atlanta, GA 30339 (“Adviser”). Client and Adviser are collectively referred to herein as the “parties”.:

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