Investment Management Account Agreement Sample Contracts

DISCRETIONARY INVESTMENT MANAGEMENT ACCOUNT AGREEMENT
Investment Management Account Agreement • July 30th, 2021 • Wisconsin

This agreement is entered into among (the "Client") and Fiduciary First Advisors ("Adviser"), a registered investment adviser. Client, being duly authorized, hereby agrees to employ and retain Adviser to act as investment manager for the Account in accordance with the following terms and conditions (the "Agreement").

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DISCRETIONARY INVESTMENT MANAGEMENT ACCOUNT AGREEMENT
Investment Management Account Agreement • June 26th, 2012 • Wisconsin

This agreement is entered into among (the "Client") and Financial Fiduciaries, LLC. ("Adviser"), a registered investment adviser. Client, being duly authorized, hereby agrees to employ and retain Adviser to act as investment manager for the accounts listed on the attached Schedule A (hereinafter referred to as “Account”, whether one or more) in accordance with the following terms and conditions (the "Agreement").

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