Sample Contract Documents (not available to residents of Texas) Available in Word 97 or higher. CD-ROM includes the following contracts;

• Investment Advisory Agreement to appoint Adviser as an Investment Manager to a Qualified Plan.
• Co - Manager Investment Management Agreement.
• Discretionary Investment Management Agreement (Non-ERISA).
• ERISA - Non-Discretionary Investment Advisory Services Agreement.
• Financial Planning Agreement.
• Investment Advisory Services Agreement Non Discretionary Non- ERISA.
• Investment Management Agreement for IRA and Employee Benefit Accounts.
• Performance based Investment Advisory Services Agreement.
• Regular Discretionary Investment Advisory Agreement.