This is an Investment Advisory Agreement, to be used across the United States. This particular agreement is to be used by an open-end investment company.
The Missouri Investment Advisory Agreement of Equity Strategies Fund, Inc. and EPSF Advisors, Inc. is a legally binding document that outlines the terms and conditions of the investment advisory services provided by EPSF Advisors, Inc. to Equity Strategies Fund, Inc. This agreement is specific to the state of Missouri and ensures that the advisory services are in compliance with the regulatory requirements of the state. Under this agreement, EPSF Advisors, Inc. agrees to provide investment advice and related services to Equity Strategies Fund, Inc. in exchange for a specified fee. The agreement typically includes provisions regarding the scope of services, duties and responsibilities of both parties, compensation arrangements, termination clauses, and any additional terms and conditions that both parties agree upon. EPSF Advisors, Inc. is a registered investment advisor that specializes in providing investment advice to clients such as Equity Strategies Fund, Inc. They have experience and expertise in managing investment portfolios, conducting research, and providing recommendations based on clients' investment objectives and risk profile. The Missouri Investment Advisory Agreement may have different variations or types depending on the specific requirements and preferences of Equity Strategies Fund, Inc. and EPSF Advisors, Inc. For example, the agreement may have different fee structures, such as a fixed fee or a fee based on a percentage of assets under management. It may also have different provisions for reporting, communication, and any additional services requested by Equity Strategies Fund, Inc. It is important for both parties to carefully review and understand the terms of the Missouri Investment Advisory Agreement to ensure a mutual understanding of the services being provided, the obligations of each party, and the compensation arrangements. Seeking legal advice or consulting with professionals in the field can help ensure that the agreement meets all legal and regulatory requirements while aligning with the specific needs of Equity Strategies Fund, Inc. and EPSF Advisors, Inc.
The Missouri Investment Advisory Agreement of Equity Strategies Fund, Inc. and EPSF Advisors, Inc. is a legally binding document that outlines the terms and conditions of the investment advisory services provided by EPSF Advisors, Inc. to Equity Strategies Fund, Inc. This agreement is specific to the state of Missouri and ensures that the advisory services are in compliance with the regulatory requirements of the state. Under this agreement, EPSF Advisors, Inc. agrees to provide investment advice and related services to Equity Strategies Fund, Inc. in exchange for a specified fee. The agreement typically includes provisions regarding the scope of services, duties and responsibilities of both parties, compensation arrangements, termination clauses, and any additional terms and conditions that both parties agree upon. EPSF Advisors, Inc. is a registered investment advisor that specializes in providing investment advice to clients such as Equity Strategies Fund, Inc. They have experience and expertise in managing investment portfolios, conducting research, and providing recommendations based on clients' investment objectives and risk profile. The Missouri Investment Advisory Agreement may have different variations or types depending on the specific requirements and preferences of Equity Strategies Fund, Inc. and EPSF Advisors, Inc. For example, the agreement may have different fee structures, such as a fixed fee or a fee based on a percentage of assets under management. It may also have different provisions for reporting, communication, and any additional services requested by Equity Strategies Fund, Inc. It is important for both parties to carefully review and understand the terms of the Missouri Investment Advisory Agreement to ensure a mutual understanding of the services being provided, the obligations of each party, and the compensation arrangements. Seeking legal advice or consulting with professionals in the field can help ensure that the agreement meets all legal and regulatory requirements while aligning with the specific needs of Equity Strategies Fund, Inc. and EPSF Advisors, Inc.