The Washington Investment Advisory Agreement, also referred to as the Washington IA Agreement, is a legally binding document that establishes the terms and conditions of the investment advisory services provided by First American Insurance Portfolios, Inc. (FAIR) to U.S. Bank National Association (U.S. Bank). This agreement outlines the roles, responsibilities, and rights of both parties involved. Under this agreement, FAIR acts as the investment advisor, offering expert advice and recommendations on managing and investing funds held by U.S. Bank. U.S. Bank, on the other hand, acts as the investment client or account holder, seeking professional guidance to optimize their investment portfolio. The Washington IA Agreement covers various key aspects, ensuring clarity and protection for all parties involved. It includes the investment objectives, risk tolerance, and guidelines for managing and monitoring the investments. The agreement also outlines the compensation structure, fee schedule, and any other financial arrangements between FAIR and U.S. Bank. It further defines the obligations of both parties in terms of reporting, communication, and the handling of confidential information. It is essential to note that there might exist multiple types of Washington Investment Advisory Agreements between FAIR and U.S. Bank, each tailored to specific investment strategies, portfolios, or asset classes. Some examples may include: 1. Washington Equity Investment Advisory Agreement: This specific agreement focuses on providing investment advisory services exclusively for equity-based investments, such as stocks or equity funds. 2. Washington Bond Investment Advisory Agreement: This agreement is designed to cover investment advisory services related to fixed income securities, primarily bonds or bond funds. 3. Washington Balanced Investment Advisory Agreement: This type of agreement pertains to investment advisory services for balanced portfolios that include both equity and fixed income investments, aiming for a diversified asset allocation. 4. Washington Alternative Investment Advisory Agreement: This agreement caters to investment advisory services focusing on alternative investments like real estate, private equity, hedge funds, or other non-traditional asset classes. These are just a few examples of the potential variations within the Washington IA Agreement. The specific type of agreement between FAIR and U.S. Bank will depend on the investment objectives, preferences, and risk profiles of U.S. Bank, as well as the expertise and capabilities of FAIR in those specific investment areas. The Washington IA Agreement is a crucial document that ensures transparency, accountability, and a clear understanding of the roles and expectations between FAIR and U.S. Bank, fostering a strong and professional relationship in the field of investment advisory services.
Washington Investment Advisory Agreement between First American Insurance Portfolios, Inc. and U.S. Bank National Assoc.
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How to fill out Washington Investment Advisory Agreement Between First American Insurance Portfolios, Inc. And U.S. Bank National Assoc.?
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