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This document outlines the agreement between Kindred Spirits Investment Management, LLC, doing business as RedTree Investment Group, and the City of Gahanna, to manage the investment portfolio of

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How to fill out investment management agreement

01

Title the document as 'Investment Management Agreement'.

02

Identify the parties involved: the investor and the investment manager.

03

Define the scope of services that the investment manager will provide.

04

Specify the investment objectives and strategies that will guide the management of the portfolio.

05

Include terms regarding fees and expenses, detailing how management fees will be calculated.

06

Outline the duration of the agreement and the conditions for termination.

07

Include clauses related to compliance and reporting requirements.

08

Include a dispute resolution mechanism.

09

Ensure both parties sign and date the agreement.

Who needs investment management agreement?

01

Individuals or entities looking to invest their money but who prefer to delegate investment decisions.

02

High-net-worth individuals seeking professional management of their assets.

03

Institutional investors like pension funds or endowments looking for expertise in managing their investments.

04

Financial advisors or consultants managing portfolios on behalf of their clients.

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What is investment management agreement?

An investment management agreement is a legally binding contract between a client and an investment manager, outlining the terms and conditions under which the investment manager will manage the client's investment portfolio.

Who is required to file investment management agreement?

Typically, individuals or organizations looking to formally engage an investment manager to manage their assets are required to file an investment management agreement.

How to fill out investment management agreement?

To fill out an investment management agreement, the client should provide detailed information about their investment objectives, risk tolerance, and any specific instructions or preferences for managing their investments, alongside completing required sections outlined in the agreement.

What is the purpose of investment management agreement?

The purpose of an investment management agreement is to clearly define the responsibilities, rights, and obligations of both the client and the investment manager, ensuring a mutual understanding and compliance with regulatory requirements.

What information must be reported on investment management agreement?

The investment management agreement must typically report details such as client identification, investment objectives, management fees, constraints on the portfolio, and the rights and duties of both parties.

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