The Maryland Investment Advisory Agreement is a legal document that establishes the terms and conditions between First American Insurance Portfolios, Inc. and U.S. Bank National Association. This agreement outlines the roles, responsibilities, and guidelines that both parties must adhere to in managing investment portfolios in the state of Maryland. Under this agreement, First American Insurance Portfolios, Inc. acts as the investment advisor, providing professional advisory services to U.S. Bank National Association. The agreement specifies the investment objectives, strategies, and guidelines that the advisor must follow in managing the portfolios. The agreement also outlines the fees and compensation structure for the advisory services provided. It highlights the types of fees that may be charged, such as management fees, performance fees, and administrative fees. The compensation structure ensures transparency and enables both parties to understand the costs associated with the advisory services. Another crucial aspect covered in the Maryland Investment Advisory Agreement is the disclosure of potential conflicts of interest. This ensures that any conflicts or potential conflicts are made known to U.S. Bank National Association, allowing them to make informed decisions regarding their investments. Two different types of Maryland Investment Advisory Agreements between First American Insurance Portfolios, Inc. and U.S. Bank National Association could include: 1. Comprehensive Investment Advisory Agreement: This type of agreement provides a broader scope of advisory services, including asset allocation, portfolio construction, risk management, and ongoing monitoring of the investment portfolios. It is suitable for clients seeking a full-service investment advisory relationship. 2. Limited Investment Advisory Agreement: This agreement focuses on specific investment strategies, a subset of portfolios, or addresses particular client needs. It may offer a more targeted approach, typically with specific investment objectives or guidelines. It is important for both parties to carefully review and understand the terms of the Maryland Investment Advisory Agreement to ensure compliance with applicable regulations and to establish a solid foundation for their professional relationship.
Maryland Investment Advisory Agreement between First American Insurance Portfolios, Inc. and U.S. Bank National Assoc.
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