Services of Advisor. Advisor shall review Client’s present investments, financial circumstances and goals and provide advice to Client, including investment purchase and sale and asset allocation recommendations, as more specifically described on Schedule A. Client understands that Advisor shall have no obligation to vote proxies or take any action regarding legal notices Advisor may receive from issuers of securities held, or previously held, in Client’s accounts. This Agreement shall be applicable only to financial planning advice contained in the financial analyses or investment recommendations individually prepared for Client. Client understands that Advisor does not guarantee the results of any recommendation or the overall performance of Client’s account and that losses can occur by following Advisor’s advice.
Appears in 3 contracts
Sources: Hourly Investment Counseling Agreement, Investment Counseling Agreement, Hourly Investment Counseling Agreement