The Wisconsin Investment Advisory Agreement of Equity Strategies Fund, Inc. and EPSF Advisors, Inc. is a legal document that outlines the terms and conditions under which EPSF Advisors, Inc. provides investment advisory services to Equity Strategies Fund, Inc. in the state of Wisconsin. This agreement is essential as it sets the framework for the relationship between the two entities and ensures transparency, communication, and compliance with applicable laws and regulations. Under this investment advisory agreement, EPSF Advisors, Inc. acts as an advisor to Equity Strategies Fund, Inc., providing expert guidance and recommendations regarding the management of the fund's investments. The agreement outlines the scope of services that EPSF Advisors, Inc. will provide, including but not limited to the evaluation of potential investment opportunities, strategic asset allocation, portfolio monitoring, and risk management. The agreement also specifies the fees and compensation structure for EPSF Advisors, Inc.'s services, outlining the management fee, performance-based fees, or any other applicable charges. It ensures that both parties have a clear understanding of the financial arrangement and promotes fairness and alignment of interests. In addition to the general Wisconsin Investment Advisory Agreement, there may be specific types or variations applicable to Equity Strategies Fund, Inc. and EPSF Advisors, Inc. These can include: 1. Standard Investment Advisory Agreement: This is the basic agreement between the fund and the advisor, covering the fundamental terms and conditions. 2. Customized Investment Advisory Agreement: In some cases, the agreement may be tailored to specific requirements or circumstances of Equity Strategies Fund, Inc. and EPSF Advisors, Inc. This could involve additional provisions or modifications to suit the unique needs of the fund or advisor. 3. Limited Duration or Project-Specific Investment Advisory Agreement: If EPSF Advisors, Inc. is engaged for a limited period or for a specific project, a separate agreement may be drafted to outline the terms and scope of services for that particular engagement. It is crucial for both Equity Strategies Fund, Inc. and EPSF Advisors, Inc. to carefully review and understand the provisions of the Wisconsin Investment Advisory Agreement. By doing so, they can ensure a mutually beneficial and legally compliant relationship, fostering trust and confidence in their investment endeavors.
Wisconsin Investment Advisory Agreement of Equity Strategies Fund, Inc. and EQSF Advisors, Inc.
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The Investment Advisers Act (IAA) was passed in 1940 to monitor those who, for a fee, advise people, pension funds, and institutions on investment matters.
They provide clear guidelines of what is expected of each party in order for your needs to be met. Investment advisory agreements typically include terms related to the advisors fee structure, investment methodology, level of risk a client is willing to take, and more.
This agreement is meant to be a blueprint of sorts for you as the client because it spells out both what the financial advisor will do you for you, such as provide general advice or recommend specific investment moves for your portfolio, as well as what your responsibilities are.
An advisor agreement is a legal document used between a company and an advisor they have hired. The legal agreements outlines the expectations and obligation between the two parties, including the role and responsibilities of the advisor, their compensation, confidentiality, and assignment of work.