The California Investment Advisory Agreement of Equity Strategies Fund, Inc. is a legally binding contract between Equity Strategies Fund, Inc. and EPSF Advisors, Inc. This agreement outlines the terms and conditions under which EPSF Advisors, Inc. will provide investment advisory services to Equity Strategies Fund, Inc. It is a crucial document that lays out the rights and obligations of both parties involved in the investment relationship. EPSF Advisors, Inc. is a registered investment advisor based in California, specializing in offering investment management services. As part of their services, they enter into various types of investment advisory agreements with different clients, including the Equity Strategies Fund, Inc. The specific types of California Investment Advisory Agreement offered by EPSF Advisors, Inc. may vary depending on the nature and specific requirements of the client. Some common types of investment advisory agreements could include: 1. Equity Strategies Fund, Inc. General Investment Advisory Agreement: This agreement covers the overall investment advisory services provided by EPSF Advisors, Inc. to Equity Strategies Fund, Inc. It typically includes details related to portfolio management, asset allocation strategies, risk assessment, and performance reporting. 2. California Investment Advisory Agreement — Equity Strategies Fund, Inc. Individual Account: In this type of agreement, EPSF Advisors, Inc. provides investment advisory services specifically tailored for individual accounts within Equity Strategies Fund, Inc. This agreement may focus on personalized investment strategies, risk tolerance assessment, and ongoing portfolio monitoring. 3. California Investment Advisory Agreement — Equity Strategies Fund, Inc. Institutional Account: This agreement is designed for institutional clients of Equity Strategies Fund, Inc., such as pension funds, endowments, or foundations. It encompasses a broader range of advisory services, including investment policy development, strategic asset allocation, and fiduciary duty guidance. 4. California Investment Advisory Agreement — Equity Strategies Fund, Inc. Limited Duration: This type of agreement is applicable in situations where EPSF Advisors, Inc. provides investment advisory services for a specified period or a specific project. The terms and conditions, investment objectives, and fee structure are typically defined within this agreement. Regardless of the specific type of California Investment Advisory Agreement, it is crucial for both Equity Strategies Fund, Inc. and EPSF Advisors, Inc. to thoroughly review and understand the agreement's terms, responsibilities, and potential limitations. This ensures a transparent and efficient investment management relationship while complying with the regulations set forth by the California Department of Financial Protection and Innovation.
California Investment Advisory Agreement of Equity Strategies Fund, Inc. and EQSF Advisors, Inc.
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