Texas 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 A Texas Sub-Advisory Agreement refers to a legal contract established between Touchstone Advisors, Inc. (the "Principal") and OPCA Advisors (the "Sub-Advisor") in the state of Texas. This agreement outlines the terms and conditions under which the Sub-Advisor will provide investment advisory services to the Principal's clients or funds. The Texas Sub-Advisory Agreement outlines various key aspects, including the scope of the services to be provided, compensation arrangements, responsibilities and obligations of both parties, termination provisions, and confidentiality requirements. This agreement serves as a framework for collaboration and ensures a clear understanding between Touchstone Advisors, Inc. and OPCA Advisors, promoting a successful and professional relationship in delivering investment advisory services. Specific types of Texas Sub-Advisory Agreements that may exist between Touchstone Advisors, Inc. and OPCA Advisors can include: 1. Equity Sub-Advisory Agreement: This type of agreement focuses on the Sub-Advisor providing advice and expertise in managing equity investments on behalf of Touchstone Advisors, Inc. and its clients. It encompasses strategies, research, and recommendations related to equity investments. 2. Fixed-Income Sub-Advisory Agreement: In this scenario, the Sub-Advisor specializes in providing advisory services related to fixed-income investments. They may analyze and make recommendations on bonds, treasuries, and other fixed-income securities to maximize returns while managing risk. 3. Multi-Asset Sub-Advisory Agreement: This type of agreement involves OPCA Advisors offering advisory services across multiple asset classes, such as equities, fixed-income, and alternative investments. The Sub-Advisor assists Touchstone Advisors, Inc. in creating diversified portfolios that align with the investment objectives of their clients. 4. Alternative Investment Sub-Advisory Agreement: This agreement focuses on the Sub-Advisor providing guidance and recommendations on alternative investments, which can include hedge funds, private equity, real estate, or commodities. OPCA Advisors leverages their expertise to identify suitable alternative investments and manage associated risks. It is important to note that while these specific types of Texas Sub-Advisory Agreements serve as key examples, the actual terms and details of the agreement may vary depending on the specific needs and objectives of Touchstone Advisors, Inc. and the expertise offered by OPCA Advisors.

A Texas Sub-Advisory Agreement refers to a legal contract established between Touchstone Advisors, Inc. (the "Principal") and OPCA Advisors (the "Sub-Advisor") in the state of Texas. This agreement outlines the terms and conditions under which the Sub-Advisor will provide investment advisory services to the Principal's clients or funds. The Texas Sub-Advisory Agreement outlines various key aspects, including the scope of the services to be provided, compensation arrangements, responsibilities and obligations of both parties, termination provisions, and confidentiality requirements. This agreement serves as a framework for collaboration and ensures a clear understanding between Touchstone Advisors, Inc. and OPCA Advisors, promoting a successful and professional relationship in delivering investment advisory services. Specific types of Texas Sub-Advisory Agreements that may exist between Touchstone Advisors, Inc. and OPCA Advisors can include: 1. Equity Sub-Advisory Agreement: This type of agreement focuses on the Sub-Advisor providing advice and expertise in managing equity investments on behalf of Touchstone Advisors, Inc. and its clients. It encompasses strategies, research, and recommendations related to equity investments. 2. Fixed-Income Sub-Advisory Agreement: In this scenario, the Sub-Advisor specializes in providing advisory services related to fixed-income investments. They may analyze and make recommendations on bonds, treasuries, and other fixed-income securities to maximize returns while managing risk. 3. Multi-Asset Sub-Advisory Agreement: This type of agreement involves OPCA Advisors offering advisory services across multiple asset classes, such as equities, fixed-income, and alternative investments. The Sub-Advisor assists Touchstone Advisors, Inc. in creating diversified portfolios that align with the investment objectives of their clients. 4. Alternative Investment Sub-Advisory Agreement: This agreement focuses on the Sub-Advisor providing guidance and recommendations on alternative investments, which can include hedge funds, private equity, real estate, or commodities. OPCA Advisors leverages their expertise to identify suitable alternative investments and manage associated risks. It is important to note that while these specific types of Texas Sub-Advisory Agreements serve as key examples, the actual terms and details of the agreement may vary depending on the specific needs and objectives of Touchstone Advisors, Inc. and the expertise offered by OPCA Advisors.