The Ohio Investment Advisory Agreement is a legally binding contract between Equity Strategies Fund, Inc. (ESF) and EPSF Advisors, Inc. The agreement outlines the terms and conditions of the investment advisory services provided by EPSF Advisors to ESF. Equity Strategies Fund, Inc. is an investment fund registered in the state of Ohio. It is a diversified portfolio that aims to provide long-term capital appreciation by investing in a wide range of equity securities. The fund is managed by EPSF Advisors, Inc., a registered investment advisor in Ohio. The Ohio Investment Advisory Agreement highlights the roles and responsibilities of both parties involved. It establishes the scope of services provided by EPSF Advisors, including investment research, portfolio management, and risk assessment. The agreement also lays out the standard of care and fiduciary duty that EPSF Advisors owes to ESF and its shareholders. Key components of the agreement include: 1. Investment Objective: The agreement specifies the investment objective of ESF, which is to achieve long-term capital appreciation through strategic equity investments. 2. Fee Structure: The agreement outlines the fees and expenses associated with the advisory services provided by EPSF Advisors. These fees may include management fees, performance fees, administrative charges, and other related expenses. 3. Investment Restrictions: The agreement details any specific investment restrictions or guidelines that EPSF Advisors must adhere to when managing ESF's portfolio. These restrictions ensure that investments align with ESF's investment objectives and risk tolerance. 4. Reporting and Communication: The agreement outlines the frequency and format of reporting that EPSF Advisors will provide to ESF. This may include regular portfolio updates, performance reports, and market analysis. It also establishes the channels of communication between both parties. 5. Termination: The agreement stipulates the conditions and procedures for terminating the advisory services. It may include notice periods, termination fees, or other relevant provisions. It is important to note that there might be different types of Ohio Investment Advisory Agreement for Equity Strategies Fund, Inc. and EPSF Advisors, Inc., which could be customized based on the specific needs and requirements of the fund and its investors. These variations would typically be reflected in the agreement based on factors like investment strategies, fund size, and client preferences. In conclusion, the Ohio Investment Advisory Agreement is a critical document that governs the relationship between Equity Strategies Fund, Inc. and EPSF Advisors, Inc. It ensures transparency, accountability, and compliance with regulatory standards while providing clarity on the advisory services rendered by EPSF Advisors to ESF.
Ohio Investment Advisory Agreement of Equity Strategies Fund, Inc. and EQSF Advisors, Inc.
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