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DISCRETIONARY ADVISORY AGREEMENT THIS DISCRETIONARY ADVISORY AGREEMENT is made by and between the undersigned (the Client) and Values First Advisors, Inc. (the Advisor). The Client hereby retains
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Review the terms and conditions of the investment sub-advisory agreement.
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Fill in the necessary information such as the names of the parties involved, the services to be provided, the compensation rates, and the duration of the agreement.
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Have all parties involved review and sign the agreement to make it legally binding.

Who needs investment sub-advisory agreement between?

01
Investment managers who are looking to outsource a portion of their investment management responsibilities to a sub-advisor.
02
Sub-advisors who have the expertise and resources to manage a specific asset class or investment strategy on behalf of another investment manager.
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The investment sub-advisory agreement is between an investment advisor and a sub-advisor who will manage a portion of the assets for the advisor's clients.
The investment advisor is required to file the investment sub-advisory agreement with the appropriate regulatory authorities.
The investment sub-advisory agreement should be filled out with detailed information about the sub-advisor's responsibilities, compensation, and any limitations or restrictions on the sub-advisor's activities.
The purpose of the investment sub-advisory agreement is to outline the relationship and responsibilities between the investment advisor and the sub-advisor, as well as to protect the interests of the advisor's clients.
The investment sub-advisory agreement should include information about the scope of the sub-advisor's services, the fees and compensation structure, and any potential conflicts of interest.
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