Vermont Sub-Advisory Agreement: Exploring Touchstone Advisors, Inc. and OPCA Advisors Partnership Introduction: A Vermont Sub-Advisory Agreement refers to the contractual arrangement between Touchstone Advisors, Inc. (hereinafter referred to as Touchstone) and OPCA Advisors. As an investment management agreement, this collaboration between the two entities facilitates the provision of sub-advisory services to Touchstone by OPCA Advisors. It outlines the rights and responsibilities, terms and conditions, and roles of each party involved. Let's delve into the details of this agreement and its various types. 1. Purpose of the Agreement: The Vermont Sub-Advisory Agreement aims to establish a mutually beneficial partnership between Touchstone Advisors, Inc. and OPCA Advisors. Touchstone, a registered investment advisor, entrusts certain investment activities to OPCA Advisors, an accomplished sub-advisor, to leverage their expertise in managing specific portfolios or investment strategies. 2. Roles and Responsibilities: a. Touchstone Advisors, Inc.: Touchstone acts as the primary investment advisor and maintains its fiduciary duty towards its clients. They oversee the selection and engagement of OPCA Advisors as the sub-advisor, ensuring their expertise aligns with the clients' investment goals. b. OPCA Advisors: OPCA Advisors assumes the role of sub-advisor under this agreement. They are responsible for executing investment decisions, adhering to the agreed-upon investment strategies, and providing regular reports to Touchstone. OPCA's expertise aids in generating optimal returns for Touchstone's clients. 3. Terms and Conditions: a. Duration: The agreement specifies the duration for which this sub-advisory relationship will be in effect. This period can vary depending on the investment strategy or portfolio assigned to OPCA Advisors. b. Compensation: The agreement outlines the compensation structure for OPCA Advisors, usually in the form of a fee based on a percentage of assets managed. It may include performance-based incentives, subject to the achievement of predetermined goals. c. Termination: Conditions for termination by either Touchstone or OPCA Advisors are defined in the agreement. These include breach of contract, regulatory issues, or changes in business circumstances. Termination clauses often specify notice periods and the consequences of termination. 4. Types of Vermont Sub-Advisory Agreements: a. Exclusive Sub-Advisory Agreement: This type of sub-advisory agreement is exclusive to OPCA Advisors, meaning they have the sole right to manage the specified portfolio or investment strategy. Touchstone delegates complete authority to OPCA for a specific duration, limiting the involvement of other sub-advisors. b. Non-Exclusive Sub-Advisory Agreement: A non-exclusive sub-advisory agreement allows Touchstone to appoint multiple sub-advisors, including OPCA Advisors, to manage different portfolios or investment strategies simultaneously. This type of agreement offers flexibility in allocating responsibilities and expertise across various sub-advisors. Conclusion: In summary, a Vermont Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors establishes a cooperative relationship, enabling Touchstone to leverage OPCA's specialized investment management expertise. This agreement outlines the roles, responsibilities, compensation, and termination conditions between the involved parties. Depending on the arrangement, there can be exclusive or non-exclusive types of sub-advisory agreements. By working together, Touchstone and OPCA aim to optimize investment outcomes for Touchstone's clients.
Vermont Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors
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