District of Columbia Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors

State:
Multi-State
Control #:
US-EG-9141
Format:
Word; 
Rich Text
Instant download

Description

Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors dated January 1, 1999. 8 pages The District of Columbia Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors is a legally binding contract that outlines the terms and conditions of a professional relationship between the two entities. This agreement establishes the framework for Touchstone Advisors, Inc. to act as the sub-advisor to OPCA Advisors in managing investment portfolios within the District of Columbia. Keyword: District of Columbia Sub-Advisory Agreement In this agreement, both Touchstone Advisors, Inc. and OPCA Advisors define their respective roles and responsibilities. Touchstone Advisors, Inc., as the sub-advisor, agrees to provide expert investment advice, research, analysis, and management services to OPCA Advisors for investment portfolios within the District of Columbia's jurisdiction. OPCA Advisors, on the other hand, acknowledges their reliance on the expertise and knowledge of Touchstone Advisors, Inc. in managing these portfolios. Keyword: Touchstone Advisors, Inc. Further, the agreement describes the specific investment objectives and guidelines to be followed by Touchstone Advisors, Inc. This may include the minimum investment requirements, asset allocation strategies, risk management practices, and any other relevant investment considerations. By adhering to these guidelines, Touchstone Advisors, Inc. ensures that the investments made on behalf of OPCA Advisors align with their overall investment objectives. Keyword: OPCA Advisors Additionally, the District of Columbia Sub-Advisory Agreement also delineates the fee structure and compensation arrangement between the parties. This includes the calculation of management fees, performance-based fees, expense reimbursement, and any other financial arrangements that may be applicable. Both Touchstone Advisors, Inc. and OPCA Advisors agree to transparently disclose all charges and clearly communicate the methodology of fee calculation. Keyword: fee structure It is worth mentioning that there could be various types or variations of the District of Columbia Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors. These may include agreements specifically tailored for different investment strategies, investment durations, risk profiles, or any other specific requirements outlined by OPCA Advisors. Each type of agreement would address the unique needs and preferences of OPCA Advisors, while still operating within the legal and regulatory framework of the District of Columbia. Keywords: types, variations, investment strategies, investment durations, risk profiles.

The District of Columbia Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors is a legally binding contract that outlines the terms and conditions of a professional relationship between the two entities. This agreement establishes the framework for Touchstone Advisors, Inc. to act as the sub-advisor to OPCA Advisors in managing investment portfolios within the District of Columbia. Keyword: District of Columbia Sub-Advisory Agreement In this agreement, both Touchstone Advisors, Inc. and OPCA Advisors define their respective roles and responsibilities. Touchstone Advisors, Inc., as the sub-advisor, agrees to provide expert investment advice, research, analysis, and management services to OPCA Advisors for investment portfolios within the District of Columbia's jurisdiction. OPCA Advisors, on the other hand, acknowledges their reliance on the expertise and knowledge of Touchstone Advisors, Inc. in managing these portfolios. Keyword: Touchstone Advisors, Inc. Further, the agreement describes the specific investment objectives and guidelines to be followed by Touchstone Advisors, Inc. This may include the minimum investment requirements, asset allocation strategies, risk management practices, and any other relevant investment considerations. By adhering to these guidelines, Touchstone Advisors, Inc. ensures that the investments made on behalf of OPCA Advisors align with their overall investment objectives. Keyword: OPCA Advisors Additionally, the District of Columbia Sub-Advisory Agreement also delineates the fee structure and compensation arrangement between the parties. This includes the calculation of management fees, performance-based fees, expense reimbursement, and any other financial arrangements that may be applicable. Both Touchstone Advisors, Inc. and OPCA Advisors agree to transparently disclose all charges and clearly communicate the methodology of fee calculation. Keyword: fee structure It is worth mentioning that there could be various types or variations of the District of Columbia Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors. These may include agreements specifically tailored for different investment strategies, investment durations, risk profiles, or any other specific requirements outlined by OPCA Advisors. Each type of agreement would address the unique needs and preferences of OPCA Advisors, while still operating within the legal and regulatory framework of the District of Columbia. Keywords: types, variations, investment strategies, investment durations, risk profiles.

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District of Columbia Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors