Client Directed Activity. Advisor can enable the Client’s ability to select portfolios, adjust risk tolerance, move money and direct security settings on Altruist’s platform.
Appears in 1 contract
Sources: Subadvisory Agreement
Client Directed Activity. Advisor can enable the Client’s ability to select portfolios, adjust risk tolerance, move money and direct security settings on Altruist’s platform, with respect to which Advisor will provide advice.
Appears in 1 contract
Sources: Subadvisory Agreement