San Jose California Investment Management Agreement is a legally binding contract entered into between an individual or organization (referred to as the "client" or "investor") and Morgan Stanley Dean Witter Advisors, Inc. (MSW Advisors), a reputable investment management firm. This agreement outlines the terms and conditions governing the employment of MSW Advisors to provide professional investment management and advisory services to the client. Keywords: San Jose California, Investment Management Agreement, Morgan Stanley Dean Witter Advisors, employment, management, investment, advisory services. The San Jose California Investment Management Agreement offered by Morgan Stanley Dean Witter Advisors, Inc. may have different types or variations based on the specific needs and preferences of the client. Some of these variations or types of agreements may include: 1. Standard Investment Management Agreement: This type of agreement outlines the general terms and conditions for engaging MSW Advisors to manage the client's investment portfolio in accordance with the predefined investment objectives, risk tolerance, and any specified investment restrictions. 2. Customized Investment Management Agreement: This type of agreement caters to clients with unique investment requirements or specific investment strategies. It allows the client to customize the agreement to meet their specific needs, such as specific investment sectors, asset classes, or allocation preferences. 3. Discretionary Investment Management Agreement: This agreement grants MSW Advisors full discretionary authority to make investment decisions on behalf of the client without prior consultation. The client provides general guidelines and objectives, and MSW Advisors have the autonomy to execute investment activities within those parameters. 4. Non-Discretionary Investment Management Agreement: In this type of agreement, the client retains ultimate decision-making authority over investment transactions. MSW Advisors provide investment advice and recommendations, but the final investment decisions lie with the client. MSW Advisors execute trades and manage the portfolio based on the client's explicit instructions. 5. Fee-Based Investment Management Agreement: This agreement specifies the fees and compensation structure for the investment management services provided by MSW Advisors. The fees are usually based on a percentage of the assets under management (AUM) or a flat fee, and they may also include other charges such as performance-based fees or transaction costs. It is important for individuals or organizations interested in engaging MSW Advisors to understand the specific terms and conditions outlined in the San Jose California Investment Management Agreement. These agreements serve to ensure a transparent and legally binding relationship between the client and MSW Advisors, establishing the framework for managing and advising the client's investment portfolio effectively and in accordance with their objectives and risk tolerance.
San Jose California Investment Management Agreement regarding the employment of Morgan Stanley Dean Witter Advisors, Inc. to render management and investment advisory services
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