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HOOVER FINANCIAL ADVISORS, PC DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENT This investment management agreement (Agreement) made as of the day of, 2016 between the undersigned party, (Client), the

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What is discretionary investment management agreement?

Discretionary investment management agreement is a contract between an investor and a financial institution giving the institution the authority to make investment decisions on behalf of the investor.

Who is required to file discretionary investment management agreement?

The investor and the financial institution are required to file the discretionary investment management agreement.

How to fill out discretionary investment management agreement?

To fill out discretionary investment management agreement, both parties must carefully review the terms and conditions, provide necessary information about the investment goals and risk tolerance, and sign the agreement.

What is the purpose of discretionary investment management agreement?

The purpose of discretionary investment management agreement is to give the financial institution the authority to manage the investor's portfolio according to the agreed-upon investment strategy.

What information must be reported on discretionary investment management agreement?

The discretionary investment management agreement must include details of the investment strategy, fees and expenses, risk tolerance, investment goals, and other relevant financial information.

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