Discretionary Asset Management Services Agreement Sample Contracts

DISCRETIONARY ASSET MANAGEMENT SERVICES AGREEMENT

Discretionary Asset Management Services Agreement • April 6th, 2023 • Pennsylvania

• Contract Type
  Discretionary Asset Management Services Agreement
• Filed
  April 6th, 2023
• Jurisdiction
  Pennsylvania

By this AGREEMENT made this , 20 the undersigned (“Client”) appoints Valley Brook Capital Group (“Adviser”) as investment adviser for certain assets of , (“the Account”) and Adviser accepts such appointment, subject to and in accordance with the following terms and conditions.

DISCRETIONARY ASSET MANAGEMENT SERVICES AGREEMENT FOR ERISA ACCOUNTS

Discretionary Asset Management Services Agreement • May 14th, 2019 • Wisconsin

• Contract Type
  Discretionary Asset Management Services Agreement
• Filed
  May 14th, 2019
• Jurisdiction
  Wisconsin

("Client") and Oarsman Capital, Inc. ("Adviser"). Client hereby retains Adviser to perform asset management services for the Client’s account (“Account”) on the terms specified herein.

DISCRETIONARY ASSET MANAGEMENT SERVICES AGREEMENT

Discretionary Asset Management Services Agreement • May 14th, 2019 • Wisconsin

• Contract Type
  Discretionary Asset Management Services Agreement
• Filed
  May 14th, 2019
• Jurisdiction
  Wisconsin

Oarsman Capital, Inc. ("Adviser"). Client hereby retains Adviser to perform asset management services for the Client’s account (“Account”) on the terms specified herein.