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CUSTOMIZED PORTFOLIO MANAGEMENT AGREEMENTCustodian Account # Billing Account #: AGREEMENT made this day of, 20 between Tudor Financial Corporation, an Ohio Corporation (Adviser) and (Client(s)). WHEREAS,

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What is customized portfolio management agreement?

Customized portfolio management agreement is a contract between an investor and a portfolio manager that defines the terms of managing the investor's portfolio based on their specific needs and objectives.

Who is required to file customized portfolio management agreement?

Investors who engage the services of a portfolio manager for personalized investment management are required to file customized portfolio management agreement.

How to fill out customized portfolio management agreement?

To fill out a customized portfolio management agreement, investors need to provide details about their investment objectives, risk tolerance, time horizon, and any other specific requirements.

What is the purpose of customized portfolio management agreement?

The purpose of a customized portfolio management agreement is to ensure that the portfolio manager understands and can meet the investor's unique investment goals and preferences.

What information must be reported on customized portfolio management agreement?

Information such as the investor's financial goals, risk profile, investment restrictions, fee structure, and the portfolio manager's responsibilities must be reported on customized portfolio management agreement.

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