Connecticut Investment Advisory Agreement between First American Insurance Portfolios, Inc. and U.S. Bank National Assoc.

• Category: Corporations - Public - Investments
• State: Multi-State
• Control #: US-EG-9186
• Format: Word; Rich Text

Description

Investment Advisory Agreement between First American Insurance Portfolios, Inc. and U.S. Bank National Association dated December 8, 1999. 4 pages Connecticut Investment Advisory Agreement between First American Insurance Portfolios, Inc. and U.S. Bank National Assoc. Is a legal contract that outlines the terms and conditions under which First American Insurance Portfolios, Inc. (the "Advisor") will provide investment advisory services to U.S. Bank National Assoc. (the "Client") in the state of Connecticut. This agreement establishes a professional and fiduciary relationship between the Advisor and the Client, ensuring that the Advisor will act in the best interest of the Client while offering investment advice. The agreement covers various aspects pertaining to the advisory relationship, including the scope of services, fees and compensation, duration, termination, and other important provisions. Under the scope of services, the agreement specifies the nature and extent of advisory services that the Advisor will provide to the Client. This may include portfolio management, investment analysis, asset allocation, risk assessment, financial planning, and other related services. The agreement may also detail any specific investment strategies or restrictions that the Client wishes to impose. Regarding fees and compensation, the agreement enumerates how the Advisor will be compensated for their services. This typically includes a management fee based on a percentage of the Client's assets under management, although other fee structures may be agreed upon. The agreement should clearly state when and how these fees will be calculated, invoiced, and paid. The duration of the agreement is an essential element to be defined. It may be a fixed term, such as one year, or it may continue indefinitely until either party terminates it. The agreement should outline the notice period required for termination and any conditions or consequences associated with termination. It is important to note that there may be different types of Connecticut Investment Advisory Agreements between First American Insurance Portfolios, Inc. and U.S. Bank National Assoc., customized to cater to specific requirements or investment objectives. These may include: 1. Basic Investment Advisory Agreement: This type of agreement covers standard investment advisory services and may be suitable for clients seeking general portfolio management and advice. 2. Specialized Investment Advisory Agreement: This agreement may be tailored to accommodate specific investment strategies or goals of the Client, such as socially responsible investing, impact investing, or sector-specific investments. 3. Comprehensive Financial Planning Agreement: In addition to investment advisory services, this agreement incorporates comprehensive financial planning services, including retirement planning, estate planning, tax planning, and other related services. In conclusion, the Connecticut Investment Advisory Agreement between First American Insurance Portfolios, Inc. and U.S. Bank National Assoc. Establishes a contractual relationship enabling the Advisor to provide investment advisory services to the Client in Connecticut. The agreement outlines the terms, compensation, and scope of services, while allowing for customization based on the specific needs and objectives of the Client.

Connecticut Investment Advisory Agreement between First American Insurance Portfolios, Inc. and U.S. Bank National Assoc. Is a legal contract that outlines the terms and conditions under which First American Insurance Portfolios, Inc. (the "Advisor") will provide investment advisory services to U.S. Bank National Assoc. (the "Client") in the state of Connecticut. This agreement establishes a professional and fiduciary relationship between the Advisor and the Client, ensuring that the Advisor will act in the best interest of the Client while offering investment advice. The agreement covers various aspects pertaining to the advisory relationship, including the scope of services, fees and compensation, duration, termination, and other important provisions. Under the scope of services, the agreement specifies the nature and extent of advisory services that the Advisor will provide to the Client. This may include portfolio management, investment analysis, asset allocation, risk assessment, financial planning, and other related services. The agreement may also detail any specific investment strategies or restrictions that the Client wishes to impose. Regarding fees and compensation, the agreement enumerates how the Advisor will be compensated for their services. This typically includes a management fee based on a percentage of the Client's assets under management, although other fee structures may be agreed upon. The agreement should clearly state when and how these fees will be calculated, invoiced, and paid. The duration of the agreement is an essential element to be defined. It may be a fixed term, such as one year, or it may continue indefinitely until either party terminates it. The agreement should outline the notice period required for termination and any conditions or consequences associated with termination. It is important to note that there may be different types of Connecticut Investment Advisory Agreements between First American Insurance Portfolios, Inc. and U.S. Bank National Assoc., customized to cater to specific requirements or investment objectives. These may include: 1. Basic Investment Advisory Agreement: This type of agreement covers standard investment advisory services and may be suitable for clients seeking general portfolio management and advice. 2. Specialized Investment Advisory Agreement: This agreement may be tailored to accommodate specific investment strategies or goals of the Client, such as socially responsible investing, impact investing, or sector-specific investments. 3. Comprehensive Financial Planning Agreement: In addition to investment advisory services, this agreement incorporates comprehensive financial planning services, including retirement planning, estate planning, tax planning, and other related services. In conclusion, the Connecticut Investment Advisory Agreement between First American Insurance Portfolios, Inc. and U.S. Bank National Assoc. Establishes a contractual relationship enabling the Advisor to provide investment advisory services to the Client in Connecticut. The agreement outlines the terms, compensation, and scope of services, while allowing for customization based on the specific needs and objectives of the Client.