Alabama Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors

• Category: Corporations - Public - Advisory
• State: Multi-State
• Control #: US-EG-9141
• Format: Word; Rich Text

Description

Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors dated January 1, 1999. 8 pages 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.

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.