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

• Category: Corporations - Public - Management
• State: Multi-State
• County: Broward
• Control #: US-EG-9318
• Format: Word; Rich Text

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 The Broward Florida Investment Management Agreement is a legal document that outlines the terms and conditions for the employment of Morgan Stanley Dean Witter Advisors, Inc. in providing various management and investment advisory services. This agreement is specific to Broward County in Florida and ensures that both parties are aligned on the scope and responsibilities of the partnership. Keywords: Broward Florida, Investment Management Agreement, employment, Morgan Stanley Dean Witter Advisors, Inc., management, investment advisory services. Under this agreement, Morgan Stanley Dean Witter Advisors, Inc. acts as a trusted partner to individuals, businesses, and organizations within Broward County, offering professional expertise and guidance in managing their investment portfolios and financial assets. The agreement enables clients to tap into the extensive experience and resources of Morgan Stanley Dean Witter Advisors, Inc. to achieve their financial goals. The services provided by Morgan Stanley Dean Witter Advisors, Inc. under the Broward Florida Investment Management Agreement include: 1. Investment advisory services: Morgan Stanley Dean Witter Advisors, Inc. offers personalized investment advice based on the unique circumstances and goals of each individual client. By conducting thorough analysis and research, they provide insights into potential investment opportunities, risk management strategies, and diversification techniques. 2. Portfolio management: The agreement may include provisions for Morgan Stanley Dean Witter Advisors, Inc. to actively manage and rebalance clients' investment portfolios. This involves making informed investment decisions, monitoring market movements, and adjusting the portfolio holdings to optimize returns while managing risk. 3. Financial planning: Clients may consult with Morgan Stanley Dean Witter Advisors, Inc. to establish comprehensive financial plans that encompass short-term and long-term goals, retirement planning, education funding, estate planning, and tax-efficient strategies. 4. Risk assessment and management: Through the agreement, Morgan Stanley Dean Witter Advisors, Inc. conducts thorough risk assessments for clients, evaluating their risk tolerance, investment objectives, and time horizon. With this information, they can tailor investment strategies to align with clients' risk profile. 5. Performance reporting: The agreement typically provides for regular performance reporting, allowing clients to assess the progress of their investments. Morgan Stanley Dean Witter Advisors, Inc. may present detailed reports that highlight investment performance, asset allocation, fees, and other relevant metrics. It is important to note that the Broward Florida Investment Management Agreement may have different variations depending on the specific needs and requirements of clients or entities within Broward County. These variations may include specialized agreements for institutional clients, high net worth individuals, pension funds, or other specific investment mandates. Each variation of the agreement will outline specific terms related to the types of services provided, fee structure, reporting frequency, benchmarking, and any additional provisions necessary to meet the unique circumstances of the client or institution. In conclusion, the Broward Florida Investment Management Agreement serves as a crucial framework in governing the engagement between Morgan Stanley Dean Witter Advisors, Inc. and its clients in Broward County, enabling collaboration and trust in the pursuit of financial success.

The Broward Florida Investment Management Agreement is a legal document that outlines the terms and conditions for the employment of Morgan Stanley Dean Witter Advisors, Inc. in providing various management and investment advisory services. This agreement is specific to Broward County in Florida and ensures that both parties are aligned on the scope and responsibilities of the partnership. Keywords: Broward Florida, Investment Management Agreement, employment, Morgan Stanley Dean Witter Advisors, Inc., management, investment advisory services. Under this agreement, Morgan Stanley Dean Witter Advisors, Inc. acts as a trusted partner to individuals, businesses, and organizations within Broward County, offering professional expertise and guidance in managing their investment portfolios and financial assets. The agreement enables clients to tap into the extensive experience and resources of Morgan Stanley Dean Witter Advisors, Inc. to achieve their financial goals. The services provided by Morgan Stanley Dean Witter Advisors, Inc. under the Broward Florida Investment Management Agreement include: 1. Investment advisory services: Morgan Stanley Dean Witter Advisors, Inc. offers personalized investment advice based on the unique circumstances and goals of each individual client. By conducting thorough analysis and research, they provide insights into potential investment opportunities, risk management strategies, and diversification techniques. 2. Portfolio management: The agreement may include provisions for Morgan Stanley Dean Witter Advisors, Inc. to actively manage and rebalance clients' investment portfolios. This involves making informed investment decisions, monitoring market movements, and adjusting the portfolio holdings to optimize returns while managing risk. 3. Financial planning: Clients may consult with Morgan Stanley Dean Witter Advisors, Inc. to establish comprehensive financial plans that encompass short-term and long-term goals, retirement planning, education funding, estate planning, and tax-efficient strategies. 4. Risk assessment and management: Through the agreement, Morgan Stanley Dean Witter Advisors, Inc. conducts thorough risk assessments for clients, evaluating their risk tolerance, investment objectives, and time horizon. With this information, they can tailor investment strategies to align with clients' risk profile. 5. Performance reporting: The agreement typically provides for regular performance reporting, allowing clients to assess the progress of their investments. Morgan Stanley Dean Witter Advisors, Inc. may present detailed reports that highlight investment performance, asset allocation, fees, and other relevant metrics. It is important to note that the Broward Florida Investment Management Agreement may have different variations depending on the specific needs and requirements of clients or entities within Broward County. These variations may include specialized agreements for institutional clients, high net worth individuals, pension funds, or other specific investment mandates. Each variation of the agreement will outline specific terms related to the types of services provided, fee structure, reporting frequency, benchmarking, and any additional provisions necessary to meet the unique circumstances of the client or institution. In conclusion, the Broward Florida Investment Management Agreement serves as a crucial framework in governing the engagement between Morgan Stanley Dean Witter Advisors, Inc. and its clients in Broward County, enabling collaboration and trust in the pursuit of financial success.