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Alabama Investment Management Agreement regarding the employment of Morgan Stanley Dean Witter Advisors, Inc. to render management and investment advisory services

State:
Multi-State
Control #:
US-EG-9318
Format:
Word; 
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Description

Investment Management Agreement between Active Assets Premier Money Trust and Morgan Stanley Dean Witter Advisors, Inc. regarding the employment of Morgan Stanley Dean Witter Advisors, Inc. to render management and investment advisory services dated Alabama Investment Management Agreement is a legally binding contract that outlines the terms and conditions for hiring Morgan Stanley Dean Witter Advisors, Inc. to provide investment management and advisory services in the state of Alabama. This agreement is designed to ensure that both parties, the client and the advisor, have a clear understanding of their responsibilities and expectations. The Alabama Investment Management Agreement includes various relevant keywords such as investment management, investment advisory services, financial planning, wealth management, fiduciary duty, assets under management, investment strategy, risk management, portfolio allocation, performance benchmarks, and investment objectives. There may be different types of Alabama Investment Management Agreements depending on the specific needs and preferences of the client. These agreements can be categorized based on their scope, duration, and fee structure. Some common types of Alabama Investment Management Agreements include: 1. Comprehensive Investment Management Agreement: This type of agreement covers a wide range of services, including investment planning, asset allocation, portfolio management, financial analysis, and performance reporting. It may also include additional services such as tax planning and estate planning. 2. Limited Scope Investment Management Agreement: This agreement focuses on a specific area or aspect of the client's investment portfolio. For example, it could be limited to managing a particular asset class, such as stocks or bonds, or a specific investment strategy, such as value investing or growth investing. 3. Fixed-Term Investment Management Agreement: This agreement specifies a predetermined duration for the advisory services, typically ranging from one to five years. It outlines the terms and conditions for the termination or renewal of the agreement. 4. Performance-Based Investment Management Agreement: In this type of agreement, the advisory fee is based on the performance of the client's investment portfolio. The advisor receives compensation only if they meet or exceed agreed-upon performance benchmarks. 5. Fee-Only Investment Management Agreement: This agreement specifies that the advisor's compensation is solely based on a predefined fee structure, usually a percentage of the assets under management. It ensures that the advisor's recommendations are unbiased and in the best interest of the client. These are just a few examples of the different types of Alabama Investment Management Agreements that may exist. Ultimately, the specific terms and conditions of the agreement will depend on the client's investment goals, risk tolerance, and overall financial situation.

Alabama Investment Management Agreement is a legally binding contract that outlines the terms and conditions for hiring Morgan Stanley Dean Witter Advisors, Inc. to provide investment management and advisory services in the state of Alabama. This agreement is designed to ensure that both parties, the client and the advisor, have a clear understanding of their responsibilities and expectations. The Alabama Investment Management Agreement includes various relevant keywords such as investment management, investment advisory services, financial planning, wealth management, fiduciary duty, assets under management, investment strategy, risk management, portfolio allocation, performance benchmarks, and investment objectives. There may be different types of Alabama Investment Management Agreements depending on the specific needs and preferences of the client. These agreements can be categorized based on their scope, duration, and fee structure. Some common types of Alabama Investment Management Agreements include: 1. Comprehensive Investment Management Agreement: This type of agreement covers a wide range of services, including investment planning, asset allocation, portfolio management, financial analysis, and performance reporting. It may also include additional services such as tax planning and estate planning. 2. Limited Scope Investment Management Agreement: This agreement focuses on a specific area or aspect of the client's investment portfolio. For example, it could be limited to managing a particular asset class, such as stocks or bonds, or a specific investment strategy, such as value investing or growth investing. 3. Fixed-Term Investment Management Agreement: This agreement specifies a predetermined duration for the advisory services, typically ranging from one to five years. It outlines the terms and conditions for the termination or renewal of the agreement. 4. Performance-Based Investment Management Agreement: In this type of agreement, the advisory fee is based on the performance of the client's investment portfolio. The advisor receives compensation only if they meet or exceed agreed-upon performance benchmarks. 5. Fee-Only Investment Management Agreement: This agreement specifies that the advisor's compensation is solely based on a predefined fee structure, usually a percentage of the assets under management. It ensures that the advisor's recommendations are unbiased and in the best interest of the client. These are just a few examples of the different types of Alabama Investment Management Agreements that may exist. Ultimately, the specific terms and conditions of the agreement will depend on the client's investment goals, risk tolerance, and overall financial situation.

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Alabama Investment Management Agreement regarding the employment of Morgan Stanley Dean Witter Advisors, Inc. to render management and investment advisory services