The Colorado Investment Advisory Agreement is a legal contract between Hamilton Small Cap Growth CRT Fund and The Bank of New York. This agreement outlines the terms and conditions under which The Bank of New York provides investment advisory services to the Hamilton Small Cap Growth CRT Fund in the state of Colorado. As per the agreement, The Bank of New York (referred to as the "Advisor") agrees to provide advice and recommendations on investment strategies, asset allocation, and portfolio management to the Hamilton Small Cap Growth CRT Fund (referred to as the "Client"). This agreement ensures that the Advisor will act in the best interests of the Client and diligently perform its duties in accordance with applicable laws and regulations. The key elements covered in the Colorado Investment Advisory Agreement include: 1. Scope of Services: The agreement specifies the comprehensive range of services that the Advisor will provide to the Client. These services may include but are not limited to investment research, analysis, and reporting, investment strategy development, risk assessment, and market monitoring. 2. Client Objectives and Guidelines: The agreement outlines the investment objectives and guidelines set by the Client, which the Advisor should consider while providing advisory services. This ensures that the investment strategy aligns with the Client's goals, risk tolerance, and time horizon. 3. Compensation and Fees: The agreement details the compensation structure for the Advisor's services, including management fees, performance-based fees, and any other expenses reimbursable to the Advisor for executing authorized transactions on behalf of the Client. 4. Duties and Responsibilities: The agreement specifies the obligations and responsibilities of both parties. It ensures that the Advisor acts prudently and in good faith, avoiding any conflicts of interest while making investment decisions on behalf of the Client. 5. Termination: The agreement establishes conditions under which either party can terminate the agreement. It may include provisions for termination with or without cause, notice periods, and any associated terms or penalties. It's notable that there may be different types of Investment Advisory Agreements between Hamilton Small Cap Growth CRT Fund and The Bank of New York that are specific to Colorado. These variations could address unique situations, account structures, or customization of services offered within the framework of the state's regulations.
Colorado Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York
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How to fill out Investment Advisory Agreement Between Hamilton Small Cap Growth CRT Fund And The Bank Of New York?
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