A DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENTDiscretionary Investment Management Agreement • April 17th, 2023 • Illinois
This investment management agreement (the “Agreement”) is made on this day between the undersigned party, (hereinafter referred to as “you” or “your”), and Elm Partners Management LLC, a registered investment adviser, whose mailing address is 50 S 16th Street STE 1700, Philadelphia, PA 19102 and email address is info@elmwealth.com (hereinafter referred to as “us,” “we,” or
DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENT ("MANDATE") ENTERED INTO BETWEEN FIRST WORLD TRADER (PTY) LTD trading as EASYEQUITIESDiscretionary Investment Management Agreement • November 14th, 2016
any other financial product may include, without limitation, a participatory interest in a collective investment scheme.
A DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENTDiscretionary Investment Management Agreement • November 28th, 2017 • Illinois
You hereby appoint us as your attorney-in-fact and grant us limited power-of-attorney with discretionary trading authority over your Account to buy, sell, or otherwise effect investment transactions involving the Assets. We are authorized, without your prior consultation, to buy, sell, and trade in stocks, bonds, mutual funds, index funds, exchange traded funds, and other securities and/or contracts relating to the same, on margin (only to bridge settlement date mismatches between different types of instruments such as ETFs and mutual funds), including investing Assets in short- term money-market instruments when we deem necessary, and to give instructions in furtherance of such trading authority. We are not authorized to make transfers from your Custodial account to any other account, with the exception of the deduction of our Management Fee.
FIRST AMENDED AND RESTATED DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENTDiscretionary Investment Management Agreement • November 28th, 2008 • Allied World Assurance Co Holdings LTD • Fire, marine & casualty insurance • New York
This FIRST AMENDED AND RESTATED DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENT (the “Agreement”) is made the 21st day of November, 2008, and is between GOLDMAN SACHS ASSET MANAGEMENT L.P., a limited partnership organized under the laws of the State of Delaware (the “Manager”), and [Name of ALLIED WORLD ASSURANCE COMPANY entity and place of incorporation] (the “Customer”).
DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENTDiscretionary Investment Management Agreement • November 28th, 2008 • Allied World Assurance Co Holdings LTD • Fire, marine & casualty insurance • New York
This DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENT (the “Agreement”), is made the 21 day of November, 2008, and is between GOLDMAN SACHS ASSET MANAGEMENT, L.P. (the “Manager”) and ALLIED WORLD REINSURANCE COMPANY (the “Beneficiary”), a New Jersey company.
DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENTDiscretionary Investment Management Agreement • June 29th, 2023
WHEREAS, Client wishes to appoint Davivienda Advisors to manage, invest and reinvest assets placed by Client under Davivienda Advisors’ supervision on a discretionary basis; and Davivienda Advisors agrees to such appointment on the terms and subject to the conditions of this Agreement.
Discretionary Investment Management AgreementDiscretionary Investment Management Agreement • October 7th, 2021
WHEREAS, Adviser shall provide Client with discretionary investment management services, which may include the strategic organization, structure and management of assets, and the coordination and selection of other professionals. Client shall provide Adviser information, either verbally and/or written, to create a basic written financial plan.
Discretionary Investment Management AgreementDiscretionary Investment Management Agreement • February 5th, 2014 • Alabama
(Hereinafter referred to as the “you” or “your”), and Vulcan Investments LLC, registered investment advisor, whose mailing address is: 2100SouthBridge Pkwy Suite 650, Birmingham AL, 35209 (hereinafter referred to as the “Advisor”, “us”, “we”, or “our”.
DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENTDiscretionary Investment Management Agreement • November 29th, 2012 • Shelton Funds • New York
THIS AGREEMENT (this “Agreement”), is made and entered into as of _______________, and shall be effective as of __________________, by and between CCM Partners, L.P. dba Shelton Capital Management, a company incorporated and existing under the laws of California whose principal place of business is at 44 Montgomery Street, Suite 2100, San Francisco, California (“you” or the “Investment Adviser”), and ____________________., a company incorporated and existing under the laws of __________________ whose principal place of business is at ______________________ (“we,” “us,” “our” or the “Sub-Adviser”).
A DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENTDiscretionary Investment Management Agreement • January 6th, 2020 • Pennsylvania
DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENTDiscretionary Investment Management Agreement • March 18th, 2016 • California
Infinity Financial Services, (“Advisor,” “we,” “our” or “us”), a registered investment adviser, and you (“you” or “your”) agree to enter into an investment advisory relationship through our website (the “Website”), in accordance with this discretionary investment management agreement (“Agreement”). This Agreement is effective as of the first day a brokerage account is opened through the Website and such account is ready to receive trading instructions from Advisor (the “Effective Date”). You and Advisor agree as follows:
DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENTDiscretionary Investment Management Agreement • February 27th, 2014
instruments of the same issuer or counterpart for other clients of Advisor or with affiliates of Advisor. When transactions are so aggregated, the actual prices applicable to the aggregated transactions will be averaged, and the Account will be deemed to have purchased or sold its proportionate share of the instruments involved at the average price so obtained.
DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENTDiscretionary Investment Management Agreement • December 17th, 2012 • Tamino Capital LLC • Communications equipment, nec • New York
Discretionary investment management agreement (the “Agreement”) dated as of November 28, 2011 between SPABRA Ltd. (“Client”) and Tamino Capital LLC (“Advisor”). Pursuant to this Agreement, Client retains Advisor to provide discretionary investment management services to Client on the following terms:
DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENTDiscretionary Investment Management Agreement • September 28th, 2020
(hereinafter referred to as “you” or “your”), and Shankland Financial Advisors, LLC, a registered investment adviser, whose mailing address is PO Box 1417, Cashiers, NC 28717 (hereinafter referred to as the “us,” “we,” or “our”). (hereinafter referred to as “us,” “we,” or “our”).
