Rhode Island Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors

• Category: Corporations - Public - Advisory
• State: Multi-State
• Control #: US-EG-9141
• Format: Word; Rich Text

Description

Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors dated January 1, 1999. 8 pages Rhode Island Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors: A Rhode Island Sub-Advisory Agreement is a legal contract between Touchstone Advisors, Inc. (the "Manager") and OPCA Advisors (the "Sub-Advisor"), outlining the relationship between the two parties in providing investment advisory services. This agreement is specifically designed to comply with the laws and regulations of Rhode Island. In this agreement, Touchstone Advisors, Inc. acts as the primary investment advisor, responsible for managing client assets and making investment decisions. OPCA Advisors, on the other hand, acts as the sub-advisor, working under the direction and supervision of Touchstone Advisors. They provide specialized investment advice, research, and analysis to support Touchstone Advisors in managing their clients' portfolios. The Rhode Island Sub-Advisory Agreement outlines the roles, responsibilities, and expectations of both parties. It contains provisions related to the scope of services, compensation, termination, confidentiality, compliance, and dispute resolution. The agreement sets parameters for the allocation of investment advisory fees and the distribution of responsibilities between Touchstone Advisors and OPCA Advisors. The specific types of Rhode Island Sub-Advisory Agreements between Touchstone Advisors, Inc. and OPCA Advisors can vary based on the specific investment strategies and client needs. Some commonly known types include: 1. Equity Sub-Advisory Agreement: This type of agreement focuses on providing sub-advisory services related to equity investments. OPCA Advisors assists Touchstone Advisors in conducting research, developing investment strategies, and managing equity portfolios for clients. 2. Fixed Income Sub-Advisory Agreement: This agreement centers around fixed income investments, such as bonds and Treasury securities. OPCA Advisors supports Touchstone Advisors in analyzing fixed income markets, identifying suitable investment opportunities, and monitoring fixed income portfolios. 3. Multi-Asset Sub-Advisory Agreement: This agreement encompasses a broader investment approach, where OPCA Advisors assists Touchstone Advisors in managing diversified portfolios that include various asset classes, such as equities, fixed income, and alternative investments. 4. Sector-specific Sub-Advisory Agreement: In certain cases, the sub-advisory services may be limited to specific sectors or industries. This type of agreement allows OPCA Advisors to provide expertise in a particular area, such as technology, healthcare, or energy, assisting Touchstone Advisors in managing sector-specific investment strategies. It is important to note that the specific terms and conditions of each Sub-Advisory Agreement may vary depending on the agreement's negotiation, the client's investment objectives, and the prevailing market conditions.

Rhode Island Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors: A Rhode Island Sub-Advisory Agreement is a legal contract between Touchstone Advisors, Inc. (the "Manager") and OPCA Advisors (the "Sub-Advisor"), outlining the relationship between the two parties in providing investment advisory services. This agreement is specifically designed to comply with the laws and regulations of Rhode Island. In this agreement, Touchstone Advisors, Inc. acts as the primary investment advisor, responsible for managing client assets and making investment decisions. OPCA Advisors, on the other hand, acts as the sub-advisor, working under the direction and supervision of Touchstone Advisors. They provide specialized investment advice, research, and analysis to support Touchstone Advisors in managing their clients' portfolios. The Rhode Island Sub-Advisory Agreement outlines the roles, responsibilities, and expectations of both parties. It contains provisions related to the scope of services, compensation, termination, confidentiality, compliance, and dispute resolution. The agreement sets parameters for the allocation of investment advisory fees and the distribution of responsibilities between Touchstone Advisors and OPCA Advisors. The specific types of Rhode Island Sub-Advisory Agreements between Touchstone Advisors, Inc. and OPCA Advisors can vary based on the specific investment strategies and client needs. Some commonly known types include: 1. Equity Sub-Advisory Agreement: This type of agreement focuses on providing sub-advisory services related to equity investments. OPCA Advisors assists Touchstone Advisors in conducting research, developing investment strategies, and managing equity portfolios for clients. 2. Fixed Income Sub-Advisory Agreement: This agreement centers around fixed income investments, such as bonds and Treasury securities. OPCA Advisors supports Touchstone Advisors in analyzing fixed income markets, identifying suitable investment opportunities, and monitoring fixed income portfolios. 3. Multi-Asset Sub-Advisory Agreement: This agreement encompasses a broader investment approach, where OPCA Advisors assists Touchstone Advisors in managing diversified portfolios that include various asset classes, such as equities, fixed income, and alternative investments. 4. Sector-specific Sub-Advisory Agreement: In certain cases, the sub-advisory services may be limited to specific sectors or industries. This type of agreement allows OPCA Advisors to provide expertise in a particular area, such as technology, healthcare, or energy, assisting Touchstone Advisors in managing sector-specific investment strategies. It is important to note that the specific terms and conditions of each Sub-Advisory Agreement may vary depending on the agreement's negotiation, the client's investment objectives, and the prevailing market conditions.