Get the free INVESTMENT MANAGEMENT AGREEMENT DEMPSEY INVESTMENT MANAGEMENT

INVESTMENT MANAGEMENT AGREEMENT BETWEEN and DEMPSEY INVESTMENT MANAGEMENT, LLC 23 Bingham Lane PO Box 1591 Williston, Vermont 05495 I hereby retain Dempsey Investment Management, LLC (Dempsey) to

How to fill out investment management agreement dempsey

How to fill out an investment management agreement Dempsey:

1. Begin by carefully reviewing the agreement. Read through each section and familiarize yourself with the terms and conditions outlined.
2. Provide your personal information accurately. This may include your full name, contact information, and any necessary identification numbers.
3. Specify the purpose of the agreement. Clearly state the objective of the investment management arrangement, whether it is for personal growth, retirement planning, or any other financial goal.
4. Determine the investment strategy. Discuss with the investment manager the desired approach for managing your assets. This may involve choosing between different investment vehicles such as stocks, bonds, or mutual funds.
5. Set the investment guidelines and restrictions. Clearly define any limitations or special instructions you have regarding the management of your investments.
6. Indicate the time horizon for the investment. Specify the duration for which the investment management agreement will be valid and the expected time period for achieving your financial goals.
7. Understand the fees and compensation structure. Review and agree upon the fees, commissions, or other charges associated with the investment management services being provided.
8. Consider the termination clause. Evaluate the conditions and procedures for terminating the agreement if necessary.
9. Seek legal advice if needed. If you are uncertain about any terms or clauses within the agreement, it is always recommended to consult with a legal professional to ensure your rights and interests are protected.

Who needs an investment management agreement Dempsey:

1. Individuals seeking professional assistance in managing their investments.
2. High-net-worth individuals looking for comprehensive financial planning and wealth management services.
3. Families or individuals with complex financial situations that require specialized investment advice.
4. Business entities or organizations aiming to invest their surplus funds wisely and efficiently.

Overall, the investment management agreement Dempsey is suitable for anyone who desires professional guidance and expertise in managing their assets and achieving their financial goals.

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