Asset Management Program Client Agreement Sample Contracts

ASSET MANAGEMENT PROGRAM CLIENT AGREEMENT
Asset Management Program Client Agreement • February 10th, 2023 • Colorado

THIS AGREEMENT, by and among Elderado Financial, Inc. a Colorado corporation and Registered Investment Advisor (hereinafter “EFI”), Investment Advisor Representatives (hereinafter “IAR”), and , (the “Client”), is made by Client to retain, EFI and IAR to provide to Client, certain investment advisory services subject to the terms, conditions and provisions below.

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