Common Contracts

Discretionary Investment Management Agreement

Investment Management Agreement • August 12th, 2020 • New York

• Contract Type
  Investment Management Agreement
• Filed
  August 12th, 2020
• Jurisdiction
  New York

Ellevate Financial, Inc. (“Ellevest”) is a SEC registered investment adviser. The Ellevest Discretionary Investment Management Agreement (“Agreement” or "Advisory Agreement") sets out the terms and conditions under which Ellevest (“we,” or “us,”) will provide ongoing discretionary advisory services with respect to the assets in your Ellevest account ("Advisory Assets" or "Advisory Account") through the Ellevest Wrap Fee Program (the “Program”), an automated investment platform delivered through www.ellevest.com (the “Website”).

Discretionary Investment Management Agreement

Investment Management Agreement • September 16th, 2017 • New York

• Contract Type
  Investment Management Agreement
• Filed
  September 16th, 2017
• Jurisdiction
  New York

Ellevest, Inc. (“Ellevest”) is a SEC registered investment adviser. The Ellevest Discretionary Investment Management Agreement (“Agreement” or "Advisory Agreement") sets out the terms and conditions under which Ellevest (“we,” or “us,”) will provide ongoing discretionary advisory services with respect to the assets in your Ellevest account ("Advisory Assets" or "Advisory Account") through the Ellevest Wrap Fee Program (the “Program”), an automated investment platform delivered through www.ellevest.com (the “Website”).