King Washington Investment Management Agreement for Separate Account Clients is a comprehensive investment agreement offered by King Washington, a reputable investment management firm. This agreement outlines the terms and conditions under which King Washington will manage the investments of its separate account clients. Under this agreement, King Washington acts as the investment advisor and is responsible for making investment decisions on behalf of the client. The agreement specifies the investment objectives, risk tolerance, and any specific investment restrictions or preferences of the client. The agreement also includes details about the fee structure, which may vary depending on the services provided and the assets under management. Clients can expect transparent and competitive fees for the professional investment management services offered by King Washington. Clients can choose from different types of King Washington Investment Management Agreement for Separate Account Clients, tailored to meet their unique needs and preferences. Some types include: 1. Growth-focused Agreement: Designed for clients seeking capital appreciation, this agreement focuses on investing in companies with strong growth potential. 2. Income-focused Agreement: Suitable for clients who prioritize generating regular income from their investments, this agreement aims to provide a steady stream of income through carefully selected dividend and interest-paying securities. 3. Balanced Agreement: This agreement offers a balanced approach, seeking to generate a combination of income and capital appreciation. It combines elements of growth-focused and income-focused strategies to meet the client's objectives. 4. Customized Agreement: For clients with specific investment requirements or preferences, King Washington offers a customized agreement that can be tailored to their unique needs and preferences. This allows clients to have more control over their investments and align them with their individual circumstances. The King Washington Investment Management Agreement for Separate Account Clients is designed to ensure that clients' investments are managed professionally and in line with their specific objectives. It provides clients with peace of mind, knowing that their investments are being actively monitored and managed by a team of experienced investment professionals.
King Washington Investment Management Agreement for Separate Account Clients
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An Investment Management Account (IMA) is a flexible fund management arrangement that allows you to diversify your portfolio by gaining access to a wide range of financial instruments that span various asset types.
IMA means an investment management agreement, typically entered into between a client and an Advisor that governs the provision of advisory services to a client by Medley Capital and the fees to be paid to the applicable Advisor for such advisory services.
Investment Term Definition The timeframe the life cycle of an investment has. For example, in a debt investment, this would be the amount of time it takes to pay the lender back.
Investment management refers to the handling of financial assets and other investmentsnot only buying and selling them. Management includes devising a short- or long-term strategy for acquiring and disposing of portfolio holdings. It can also include banking, budgeting, and tax services and duties, as well.
Investment management agreements (IMAs) are legal documents that give investment managers the authority to manage capital on behalf of investors. They detail the terms and conditions under which a client will invest in a shared vehicle while agreeing to pay investment management service fees and direct expenses.
Discretionary Portfolio Management (DPM)
Portfolio Managers build and maintain investment portfolios, while investment advisors sell a specific product. 1 Investment advisors play an important role in the financial markets, but are not in a position to support the needs of a client's long-range financial objectives. That's the job of the Portfolio Manager.
An Individually Managed Account or IMA is a discretionary management agreement whereby clients delegate the day to day investment decisions and implementation of their chosen investment strategy to PPM while retaining the full beneficial ownership of their investments.
Investment management refers to the handling of financial assets and other investmentsnot only buying and selling them. Management includes devising a short- or long-term strategy for acquiring and disposing of portfolio holdings. It can also include banking, budgeting, and tax services and duties, as well.
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