Kentucky Sub-Advisory Agreement of Neuberger and Berman Management, Inc.

• Category: Corporations - Public - Restructuring
• State: Multi-State
• Control #: US-CC-7-644
• Format: Word; Rich Text

Description

This sample form, a detailed Sub-advisory Agreement document, is a model for use in corporate matters. The language is easily adapted to fit your specific circumstances. Available in several standard formats. The Kentucky Sub-Advisory Agreement is a legal contract established between Berger and Berman Management, Inc. (BMI) and clients in the state of Kentucky. This agreement outlines the terms and conditions under which BMI will provide sub-advisory services to clients in Kentucky. As a sub-advisory agreement, it means that BMI acts as a secondary investment advisor to clients who have entrusted their assets to a primary investment advisor. This agreement allows BMI to manage a portion of the client's portfolio, offering specialized expertise and diversification benefits. The Kentucky Sub-Advisory Agreement covers various aspects of the relationship between BMI and the client, including the scope of services, investment objectives, fee structure, responsibilities, and obligations of both parties. It ensures transparency, clarity, and a mutual understanding of the roles and expectations. One type of Kentucky Sub-Advisory Agreement that BMI offers is the Equity Sub-Advisory Agreement. This agreement focuses on the management of equity assets within the client's portfolio. BMI's team of experienced investment professionals leverages their knowledge and research capabilities to make informed investment decisions in line with the client's investment objectives. Another type of Kentucky Sub-Advisory Agreement provided by BMI is the Fixed Income Sub-Advisory Agreement. This agreement focuses on the management of fixed income assets, such as bonds and other debt instruments. BMI's expertise lies in analyzing and selecting suitable fixed income securities that align with the client's risk tolerance and income objectives. The Kentucky Sub-Advisory Agreement of BMI demonstrates their commitment to providing tailored investment solutions to clients in Kentucky. By entering into this agreement, clients can benefit from BMI's extensive resources, research capabilities, and investment expertise, allowing for a customized and diversified approach to managing their assets. Keywords: Kentucky Sub-Advisory Agreement, Berger and Berman Management, Inc., BMI, sub-advisory services, investment advisor, portfolio management, specialized expertise, diversification benefits, investment objectives, fee structure, responsibilities, obligations, equity sub-advisory agreement, fixed income sub-advisory agreement, tailored investment solutions, customized approach, diversified approach.

The Kentucky Sub-Advisory Agreement is a legal contract established between Berger and Berman Management, Inc. (BMI) and clients in the state of Kentucky. This agreement outlines the terms and conditions under which BMI will provide sub-advisory services to clients in Kentucky. As a sub-advisory agreement, it means that BMI acts as a secondary investment advisor to clients who have entrusted their assets to a primary investment advisor. This agreement allows BMI to manage a portion of the client's portfolio, offering specialized expertise and diversification benefits. The Kentucky Sub-Advisory Agreement covers various aspects of the relationship between BMI and the client, including the scope of services, investment objectives, fee structure, responsibilities, and obligations of both parties. It ensures transparency, clarity, and a mutual understanding of the roles and expectations. One type of Kentucky Sub-Advisory Agreement that BMI offers is the Equity Sub-Advisory Agreement. This agreement focuses on the management of equity assets within the client's portfolio. BMI's team of experienced investment professionals leverages their knowledge and research capabilities to make informed investment decisions in line with the client's investment objectives. Another type of Kentucky Sub-Advisory Agreement provided by BMI is the Fixed Income Sub-Advisory Agreement. This agreement focuses on the management of fixed income assets, such as bonds and other debt instruments. BMI's expertise lies in analyzing and selecting suitable fixed income securities that align with the client's risk tolerance and income objectives. The Kentucky Sub-Advisory Agreement of BMI demonstrates their commitment to providing tailored investment solutions to clients in Kentucky. By entering into this agreement, clients can benefit from BMI's extensive resources, research capabilities, and investment expertise, allowing for a customized and diversified approach to managing their assets. Keywords: Kentucky Sub-Advisory Agreement, Berger and Berman Management, Inc., BMI, sub-advisory services, investment advisor, portfolio management, specialized expertise, diversification benefits, investment objectives, fee structure, responsibilities, obligations, equity sub-advisory agreement, fixed income sub-advisory agreement, tailored investment solutions, customized approach, diversified approach.