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Montana 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 Montana Investment Management Agreement, also known as the Montana Investment Management Agreement (I'm Agreement), outlines the terms and conditions of employing Morgan Stanley Dean Witter Advisors, Inc. (MSW Advisors) to provide management and investment advisory services. MSW Advisors is a renowned financial institution that offers a wide range of financial services to individuals, institutions, and businesses. Under the Montana Investment Management Agreement, MSW Advisors is engaged to manage and provide investment advice for the assets of the client, as specified in the agreement. The agreement serves as a legally binding contract between the client (individual or institution) and MSW Advisors, defining their respective rights and responsibilities. It aims to establish a professional relationship based on trust, expertise, and fiduciary duty. Some relevant keywords pertaining to the Montana Investment Management Agreement include: 1. Investment Management: The agreement outlines how MSW Advisors will manage the client's investments, including asset allocation, portfolio monitoring, and making investment decisions in line with the client's objectives and risk tolerance. 2. Investment Advisory Services: MSW Advisors provides expert advice and guidance on investment strategies, financial planning, and risk management. The agreement delineates the services that will be provided and the associated fees. 3. Fiduciary Duty: As a fiduciary, MSW Advisors has a legal obligation to always act in the best interests of the client, putting their client's interests before their own. This keyword ensures that the agreement incorporates provisions highlighting the fiduciary duty of MSW Advisors. 4. Fee Structure: The agreement stipulates the fee structure for the management and advisory services provided by MSW Advisors. It may include a percentage of assets under management, a flat fee, or a combination of both. 5. Termination and Withdrawal: The agreement specifies the conditions and procedures for terminating or withdrawing from the agreement. It may outline notice periods, termination fees, or any other relevant provisions related to discontinuing the services. While there may not be different versions or types of Montana Investment Management Agreements specifically targeting the employment of MSW Advisors, the content and clauses within the agreement can vary based on individual client needs, investment objectives, and unique circumstances. Overall, the Montana Investment Management Agreement serves as a crucial document that encapsulates the legal relationship and responsibilities between the client and MSW Advisors, defining how the client's investments will be managed and advising the client in achieving their financial goals.

Montana Investment Management Agreement, also known as the Montana Investment Management Agreement (I'm Agreement), outlines the terms and conditions of employing Morgan Stanley Dean Witter Advisors, Inc. (MSW Advisors) to provide management and investment advisory services. MSW Advisors is a renowned financial institution that offers a wide range of financial services to individuals, institutions, and businesses. Under the Montana Investment Management Agreement, MSW Advisors is engaged to manage and provide investment advice for the assets of the client, as specified in the agreement. The agreement serves as a legally binding contract between the client (individual or institution) and MSW Advisors, defining their respective rights and responsibilities. It aims to establish a professional relationship based on trust, expertise, and fiduciary duty. Some relevant keywords pertaining to the Montana Investment Management Agreement include: 1. Investment Management: The agreement outlines how MSW Advisors will manage the client's investments, including asset allocation, portfolio monitoring, and making investment decisions in line with the client's objectives and risk tolerance. 2. Investment Advisory Services: MSW Advisors provides expert advice and guidance on investment strategies, financial planning, and risk management. The agreement delineates the services that will be provided and the associated fees. 3. Fiduciary Duty: As a fiduciary, MSW Advisors has a legal obligation to always act in the best interests of the client, putting their client's interests before their own. This keyword ensures that the agreement incorporates provisions highlighting the fiduciary duty of MSW Advisors. 4. Fee Structure: The agreement stipulates the fee structure for the management and advisory services provided by MSW Advisors. It may include a percentage of assets under management, a flat fee, or a combination of both. 5. Termination and Withdrawal: The agreement specifies the conditions and procedures for terminating or withdrawing from the agreement. It may outline notice periods, termination fees, or any other relevant provisions related to discontinuing the services. While there may not be different versions or types of Montana Investment Management Agreements specifically targeting the employment of MSW Advisors, the content and clauses within the agreement can vary based on individual client needs, investment objectives, and unique circumstances. Overall, the Montana Investment Management Agreement serves as a crucial document that encapsulates the legal relationship and responsibilities between the client and MSW Advisors, defining how the client's investments will be managed and advising the client in achieving their financial goals.

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