The Alabama Sub-Advisory Agreement is a legal agreement established between Touchstone Advisors, Inc. and OPCA Advisors. It outlines the terms and conditions surrounding the sub-advisory services provided by OPCA Advisors to Touchstone Advisors in the state of Alabama. Under this agreement, Touchstone Advisors, Inc. acts as the primary investment advisor, responsible for managing and overseeing the funds and portfolios of their clients within Alabama. OPCA Advisors, on the other hand, acts as the subordinate investment advisor, providing specialized expertise and assistance in managing specific aspects of the investment process. The Alabama Sub-Advisory Agreement specifically outlines the roles and responsibilities of both Touchstone Advisors, Inc. and OPCA Advisors in relation to the investment management services provided. It includes provisions regarding the investment strategies, guidelines, and objectives to be followed by OPCA Advisors when assisting Touchstone Advisors in managing client funds. Furthermore, the agreement details the compensation structure for OPCA Advisors, including any fees or expenses to be paid by Touchstone Advisors for the sub-advisory services rendered. The compensation terms may vary depending on the specific type of sub-advisory agreement entered into by the parties. There may be different types of Alabama Sub-Advisory Agreements between Touchstone Advisors, Inc. and OPCA Advisors. Some main types include: 1. Equity Sub-Advisory Agreement: This agreement focuses on the management of equity investments on behalf of Touchstone Advisors' clients in Alabama. OPCA Advisors assists in developing and implementing equity investment strategies and provides ongoing support for the equity investment portfolio. 2. Fixed Income Sub-Advisory Agreement: This agreement pertains to the management of fixed income investments, such as bonds and other debt instruments, within Alabama. OPCA Advisors collaborates with Touchstone Advisors in developing fixed income strategies, conducting research, and monitoring the fixed income portfolio. 3. Multi-Asset Sub-Advisory Agreement: This agreement encompasses a broader scope of investment management, involving multiple asset classes, including equities, fixed income, and alternative investments. OPCA Advisors provides comprehensive support in managing a diversified portfolio on behalf of Touchstone Advisors' clients in Alabama. These different types of sub-advisory agreements enable Touchstone Advisors, Inc. to leverage the expertise and capabilities of OPCA Advisors in various areas of investment management, catering to the unique needs and preferences of their Alabama-based clients.
Alabama Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors
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An advisory agreement is a business contract signed between a company and an advisor. The latter offers their services as an external third party and does so for any chosen term. The agreement is either signed at the beginning of the project or for the specific duration which the advisor offers their service.
An advisor agreement is a legal document used between a company and an advisor they have hired. The legal agreements outlines the expectations and obligation between the two parties, including the role and responsibilities of the advisor, their compensation, confidentiality, and assignment of work.
A subadvisory agreement is a legally binding agreement between a mutual fund and an advisor. These agreements outline the terms and conditions of the relationship between the fund and the advisor and what rights and responsibilities are expected of each party.
An advisory agreement should be used between a company and its advisor. The agreement sets forth the expectation of the relationship like work to be performed on behalf of the advisor and compensation. The agreement should also set forth certain key terms like confidentiality and assignment of work product.
A financial advisor contract, also known as an advisory agreement, specifies that the advisor is legally required to serve their client's needs. This agreement outlines the legal relationship between the advisor and the client.
They provide clear guidelines of what is expected of each party in order for your needs to be met. Investment advisory agreements typically include terms related to the advisors fee structure, investment methodology, level of risk a client is willing to take, and more.