Florida Investment Management Agreement is a legal document that outlines the terms and conditions for employing Morgan Stanley Dean Witter Advisors, Inc. to provide management and investment advisory services in the state of Florida. This agreement is crucial for individuals or organizations seeking professional assistance in managing their investment portfolios, making informed investment decisions, and achieving financial goals. The agreement sets out the specific roles, responsibilities, and expectations for both parties involved. The agreement covers various aspects essential to the investment management relationship. It typically includes details such as the scope and duration of the agreement, the investment objectives, restrictions, and guidelines, as well as the compensation structure. The compensation structure may involve management fees, performance-based fees, or a combination of both, depending on the agreement's terms. To ensure transparency and accountability in the investment management process, the agreement also addresses reporting requirements. It may specify the frequency and format of performance reports, including information on investment performance, transactions, and fees. Furthermore, the agreement contains provisions related to the termination or amendment of the agreement. It may outline the circumstances under which either party can terminate the agreement and describe the required notice periods. Additionally, it may detail the process for making changes or amendments to the agreement, ensuring that any modifications are agreed upon in writing. When it comes to different types of Florida Investment Management Agreements regarding the employment of Morgan Stanley Dean Witter Advisors, Inc., some specific variations may exist due to factors like client requirements, investment strategies, or the complexity of the investment portfolio. These variations may include: 1. Standard Investment Management Agreement: This is the most common type of agreement that covers general investment management services, typically used by individuals or organizations with standard investment objectives. 2. High Net Worth Investment Management Agreement: This type of agreement is specifically tailored to cater to high net worth individuals or families with more complex financial structures and sophisticated investment needs. 3. Institutional Investment Management Agreement: This agreement is designed for institutional clients such as pension funds, endowments, or foundations that manage significant assets and have specific investment mandates or objectives. 4. Separately Managed Account (SMA) Agreement: This type of agreement is applicable when a client wishes to have a personalized investment portfolio managed on their behalf, rather than investing in a collective investment vehicle. 5. Specialized Investment Management Agreement: This agreement may be created when clients require specialized investment strategies, such as socially responsible investing, alternative investments, or hedge fund strategies. By employing a Florida Investment Management Agreement with Morgan Stanley Dean Witter Advisors, Inc., clients can leverage the expertise and experience of a reputable investment management firm to navigate the complexities of the financial markets and achieve their investment objectives in a legally binding and transparent manner.
Florida Investment Management Agreement regarding the employment of Morgan Stanley Dean Witter Advisors, Inc. to render management and investment advisory services
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How to fill out Florida Investment Management Agreement Regarding The Employment Of Morgan Stanley Dean Witter Advisors, Inc. To Render Management And Investment Advisory Services?
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(''Dean Witter Discover'') and Morgan Stanley Group Inc. (''Morgan Stanley'') and was formed pursuant to a merger of equals that was effected on (the ''Merger''). MSDW was originally incorporated under the laws of the State of Delaware in 1981, and its predecessor companies date back to 1924.
Purcell was named chairman and chief executive of what became Morgan Stanley, Dean Witter, Discover & Company, later shortened to Morgan Stanley in March 2001. Mack stayed on as president until 2001.
1935 (the original Morgan Stanley) 1924 (Dean Witter & Co.) 1931 (Reynolds Securities)
We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals. For 87 years, we've had a passion for what's possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.
Morgan Stanley and Dean Witter merged in 1997, creating America's largest asset management company and securities firm in terms of equity capital. The resulting name, Morgan Stanley, Dean Witter, Discover & Company, was shortened to Morgan Stanley in March 2001.
MSDW is a combination of Dean Witter, Discover & Co. (''Dean Witter Discover'') and Morgan Stanley Group Inc. (''Morgan Stanley'') and was formed pursuant to a merger of equals that was effected on (the ''Merger'').
The company was acquired by Sears in 1981, and was renamed "Dean Witter, Discover & Co." in 1993 when Sears spun off the company. The company also owned Discover Card. In 1997, Dean Witter, Discover & Co. merged with investment banking house Morgan Stanley to form "Morgan Stanley Dean Witter & Discover Co.".
Following Witter's death in 1969, and the retirement of Guy Witter the following year, Jean Witter's son, William M. Witter, became CEO of Dean Witter & Co.