Agreement and DisclosuresInvestment Supervisory Services Agreement • February 16th, 2022 • New York
Such securities may include, but are not limited to, common or preferred stock, convertible stocks or bonds, mutual funds, fixed or variable annuities, corporate, municipal, or government bonds, and notes or bills. Client also authorizes Adviser to take all necessary action to open and maintain the Account and to effect securities transactions for the Account. Adviser will make investment decisions for the Account according to the investment objectives and financial circumstances as relayed to Adviser by Client from time to time, which may include, without limitation, via questionnaires, correspondences, conversations and other modes of
