Lima Arizona Investment Management Agreement for Separate Account Clients is a comprehensive agreement entered into between Lima Arizona and its clients for the purpose of effectively managing their separate investment accounts. This agreement outlines the terms and conditions under which Lima Arizona will act as the investment manager for these clients. The Lima Arizona Investment Management Agreement for Separate Account Clients encompasses various key aspects of the client-investment manager relationship. It clearly defines the responsibilities and roles of both parties, establishing a framework for collaboration and oversight. The agreement covers important areas such as investment objectives, risk tolerance, and specific guidelines for investment strategies. Under this agreement, Lima Arizona offers a range of investment management options tailored to meet the unique needs of its separate account clients. These investment management options are designed to align with the clients' investment objectives, risk preferences, and time horizons. Different types of Lima Arizona Investment Management Agreements for Separate Account Clients may include: 1. Growth-oriented Investment Management Agreement: This type of agreement focuses on maximizing the growth potential of the client's portfolio by investing in growth stocks, emerging markets, and other high-growth opportunities. The investment strategy adopted aims to generate substantial long-term capital appreciation. 2. Income-oriented Investment Management Agreement: This agreement is suitable for clients seeking a steady income stream from their investments. Lima Arizona adopts a conservative investment strategy, emphasizing income-generating assets such as bonds, dividend-paying stocks, and fixed income securities. 3. Balanced Investment Management Agreement: This type of agreement seeks to provide clients with a balanced approach to investment management. Lima Arizona combines both growth-oriented and income-oriented strategies to achieve a balanced portfolio with a focus on both capital appreciation and income generation. 4. Tactical Asset Allocation Agreement: This agreement allows for a more dynamic approach to investment management. Lima Arizona has the flexibility to adjust asset allocations based on market conditions and investment opportunities. This type of agreement involves active monitoring and periodic rebalancing to ensure alignment with changing market dynamics. Irrespective of the specific type of investment management agreement, Lima Arizona operates with a fiduciary duty, placing the interests of clients first and managing their portfolios in a prudent and diligent manner. The agreement also includes details on fees, reporting requirements, and termination provisions. In conclusion, the Lima Arizona Investment Management Agreement for Separate Account Clients is a comprehensive and customizable agreement that outlines the terms and conditions for investment management services offered by Lima Arizona to suit the unique needs and objectives of its separate account clients.
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.Pima Arizona Contrato de Gestión de Inversiones para Clientes de Cuentas Separadas - Investment Management Agreement for Separate Account Clients
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