Customization. I understand that Elm’s model portfolio has a Baseline which is not customized specifically for me and my financial situation, and am comfortable with the model portfolio’s Baseline asset-allocation and dynamic adjustment strategy. I require a portfolio customized for me and my specific needs, and need to further discuss whether Elm is appropriate for me
Appears in 3 contracts
Sources: Discretionary Investment Management Agreement, Discretionary Investment Management Agreement, Discretionary Investment Management Agreement
Customization. I understand that Elm▇▇▇’s model portfolio has a Baseline which is not customized specifically for me and my financial situation, and am comfortable with the model portfolio’s Baseline asset-allocation and dynamic adjustment strategy. I require a portfolio customized for me and my specific needs, and need to further discuss whether Elm is appropriate for me
Appears in 2 contracts
Sources: Discretionary Investment Management Agreement, Discretionary Investment Management Agreement
Customization. I understand that Elm▇▇▇’s model portfolio has a Baseline which is not customized specifically for me and my financial situation, situation and am comfortable with the model portfolio’s Baseline asset-allocation and dynamic adjustment strategy. I require a portfolio customized for me and my specific needs, and need to further discuss whether Elm is appropriate for me.
Appears in 1 contract