The Virginia Investment Management Agreement for Separate Account Clients is a legally binding contract between a client and an investment management firm based in Virginia. This agreement governs the terms and conditions under which the investment manager provides services to the client in managing their separate investment account. The Virginia Investment Management Agreement for Separate Account Clients outlines the roles and responsibilities of both parties, ensuring that the client's investment goals and objectives align with the investment manager's strategies. This agreement sets the framework for the investment manager's discretionary authority regarding investment decisions, including buying, selling, and trading securities on behalf of the client. The agreement typically includes detailed provisions regarding the investment manager's fee structure, which may be based on a percentage of the client's assets under management or a fixed fee arrangement. Additional fees, such as transaction costs, custodial fees, or performance-based fees, may also be specified in the agreement. To cater to specific client requirements, there might be different types of Virginia Investment Management Agreements for Separate Account Clients. These could include variations in fee structures, investment strategies, or portfolio objectives. Some common types of Virginia Investment Management Agreements for Separate Account Clients may include: 1. Fixed Fee Agreement: This type of agreement charges the client a fixed fee based on the size of their separate account. This arrangement suits clients seeking a transparent fee structure that is not subject to fluctuations in portfolio performance. 2. Performance-Based Agreement: In a performance-based agreement, the investment manager's compensation is tied to the investment performance of the separate account. If the investment manager achieves predetermined performance benchmarks or exceeds agreed-upon returns, they may receive an additional performance-based fee. 3. Specialty Strategies Agreement: This agreement caters to clients with specific investment preferences, such as socially responsible investing, impact investing, or thematic investing. It outlines how the investment manager will incorporate the client's desired criteria into the investment strategy. 4. Customized Portfolio Agreement: This type of agreement allows the client to have more control and input over the investment decisions made by the manager. The client and investment manager work collaboratively to create a customized investment portfolio based on the client's specific needs, risk tolerance, and investment objectives. 5. Multi-Asset Class Agreement: This type of agreement allows the investment manager to allocate the client's assets across various asset classes, such as equities, fixed income, real estate, or alternative investments. The agreement specifies the target allocation for each asset class and outlines the manager's strategies for achieving the desired investment balance. These are just a few examples of the various types of Virginia Investment Management Agreements for Separate Account Clients that may be available. It is essential for clients to carefully review and understand the terms and provisions before entering into any agreement, ensuring that their investment objectives align with the services provided by the investment manager.
Para su conveniencia, debajo del texto en español le brindamos la versión completa de este formulario en inglés. For your convenience, the complete English version of this form is attached below the Spanish version.Virginia Contrato de Gestión de Inversiones para Clientes de Cuentas Separadas - Investment Management Agreement for Separate Account Clients
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