Discretionary Portfolio Management Agreement Sample Contracts

Discretionary Portfolio Management Agreement

Discretionary Portfolio Management Agreement • November 25th, 2022 • Delaware

• Contract Type
  Discretionary Portfolio Management Agreement
• Filed
  November 25th, 2022
• Jurisdiction
  Delaware

This Portfolio Management Agreement (the “Agreement”) is made and entered between FLIT Invest LLC (hereinafter referred to as “Adviser”), a registered investment adviser with the Securities and Exchange Commission and you (hereinafter referred to as “Client” or "you" or "your").