New Mexico Trust Agreement Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York regarding Select Equity Trust: The New Mexico Trust Agreement is a legally binding document that establishes a relationship between Dean Witter Reynolds, Inc. and The Bank of New York for the administration of the Select Equity Trust. This agreement ensures the proper management, protection, and distribution of assets within the trust, adhering to the specific terms and conditions outlined. The Select Equity Trust, governed by the New Mexico Trust Agreement, is a type of trust that focuses on equity investments. It allows individuals or entities to pool their funds together to invest in a diversified portfolio of stocks, providing potential growth and income opportunities. This trust is designed to be professionally managed by Dean Witter Reynolds, Inc., a reputable financial institution, in collaboration with the expertise of The Bank of New York. Under the New Mexico Trust Agreement, several types of Select Equity Trust variations can be established based on specific investment objectives and guidelines. Some named types may include: 1. Select Equity Growth Trust: This type of trust primarily focuses on investing in stocks of companies that demonstrate high growth potential. The investment strategy aims to achieve capital appreciation over the long term, making it suitable for investors seeking high-growth opportunities. 2. Select Equity Income Trust: Unlike the growth-focused trust, this type emphasizes dividend-paying stocks, aiming to generate a consistent income stream for investors. The trust manager selects stocks with stable dividend histories to provide a regular stream of income while preserving capital. 3. Select Equity Balanced Trust: This trust strikes a balance between growth and income. It aims to generate moderate capital appreciation while also providing a reasonable level of income through a diversified portfolio of both growth-oriented and dividend-paying stocks. 4. Select Equity Sector Trust: This trust allows investors to focus their investments on specific sectors or industries within the equity market. Examples include technology, healthcare, finance, or energy. The trust manager tailors the portfolio to capture potential opportunities in the chosen sector while managing associated risks. These variations of Select Equity Trusts, governed by the New Mexico Trust Agreement, offer flexibility to investors in aligning their investment goals with specific market opportunities. Through the collaboration between Dean Witter Reynolds, Inc. and The Bank of New York, the trust agreement ensures proper administration, reporting, and compliance with relevant laws and regulations, delivering a professional and secure investment experience for trust beneficiaries.
New Mexico Trust Agreement Reference Trust Agreement between Dean Witter Reynolds, Inc. and The Bank of New York regarding Select Equity Trust
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