Non-Discretionary Investment Management Agreement Sample Contracts

NON-DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENT
Non-Discretionary Investment Management Agreement • April 26th, 2022

, whose mailing address is (“Client” or “you” or “your”) and PRIVATE CLIENT SERVICES, LLC, a Kentucky limited liability company and SEC Registered Investment Adviser, whose mailing address is 2225 Lexington Road, Louisville, KY, 40206 (“PCS” or “Advisor” or “us” or “we”) based on the terms and conditions set forth below.

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