Advisory Agreements: Motiwala Capital provides simple and affordable fee-based investment advisory services. Below is a copy of the standard advisory agreement that we enter into with our clients who want us to take full discretion for their accounts.
- Client Advisory Agreement – Standard fees v1.2
- Client Advisory Agreement – Performance fees v1.2
- Investor Profile (PDF) or online
- Acknowledgement of Disclosure documents
- Code Of Ethics
- Policies and Procedures
The US securities laws require certain disclosures and statements to be made to clients before they hire an investment advisor. The Form ADV (parts one and two) below is the required form filed with the securities authorities. The Disclosure Statement document is a summary of the relevant information from the Form ADV that clients are required to consider carefully before hiring Motiwala Capital as their investment advisor.