Wisconsin 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 Wisconsin Sub-Advisory Agreement refers to a contractual arrangement between Touchstone Advisors, Inc. and OPCA Advisors in which OPCA Advisors acts as a sub-advisor for Touchstone Advisors. This agreement outlines the terms and conditions under which OPCA Advisors provides investment advisory services to Touchstone Advisors' clients in Wisconsin. In this agreement, Touchstone Advisors, Inc. serves as the primary advisor responsible for managing and overseeing the investment activities of its clients, while OPCA Advisors assumes a sub-advisory role, working closely with Touchstone Advisors in providing specialized investment expertise and support. The Wisconsin Sub-Advisory Agreement governs the relationship between the two firms, establishing the scope of OPCA Advisors' responsibilities, compensation terms, and the protection of client interests. It details the services OPCA Advisors will provide, such as investment research, portfolio management, risk assessment, and performance monitoring. Additionally, it specifies the reporting and communication requirements between both parties. Furthermore, this agreement may include specific provisions to address different types of sub-advisory arrangements, depending on the clients' investment needs and strategies. Some possible variations could include: 1. Equity Sub-Advisory Agreement: This type of agreement focuses on OPCA Advisors' expertise in equity investments. OPCA Advisors assists Touchstone Advisors in managing equity portfolios, conducting sector analysis, and providing recommendations regarding stock selection and allocation. 2. Fixed Income Sub-Advisory Agreement: In this case, the agreement concentrates on OPCA Advisors' expertise in fixed income securities. OPCA Advisors assists Touchstone Advisors in managing fixed income portfolios, evaluating credit risks, researching bond markets, and analyzing interest rate movements. 3. Alternative Investments Sub-Advisory Agreement: This agreement caters to clients looking to incorporate alternative investments into their portfolios. OPCA Advisors assists Touchstone Advisors in researching, assessing, and managing investments in alternative asset classes such as private equity, real estate, hedge funds, or commodities. 4. Balanced Sub-Advisory Agreement: This type of agreement addresses a more comprehensive approach where OPCA Advisors provides assistance to Touchstone Advisors in managing diversified portfolios, consisting of both equities and fixed income securities, while considering various risk factors associated with asset allocation. These variations, among others, illustrate the flexibility and customization available within the Wisconsin Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors, ensuring that clients' investment objectives are met while leveraging the specific expertise of the sub-advisor.

A Wisconsin Sub-Advisory Agreement refers to a contractual arrangement between Touchstone Advisors, Inc. and OPCA Advisors in which OPCA Advisors acts as a sub-advisor for Touchstone Advisors. This agreement outlines the terms and conditions under which OPCA Advisors provides investment advisory services to Touchstone Advisors' clients in Wisconsin. In this agreement, Touchstone Advisors, Inc. serves as the primary advisor responsible for managing and overseeing the investment activities of its clients, while OPCA Advisors assumes a sub-advisory role, working closely with Touchstone Advisors in providing specialized investment expertise and support. The Wisconsin Sub-Advisory Agreement governs the relationship between the two firms, establishing the scope of OPCA Advisors' responsibilities, compensation terms, and the protection of client interests. It details the services OPCA Advisors will provide, such as investment research, portfolio management, risk assessment, and performance monitoring. Additionally, it specifies the reporting and communication requirements between both parties. Furthermore, this agreement may include specific provisions to address different types of sub-advisory arrangements, depending on the clients' investment needs and strategies. Some possible variations could include: 1. Equity Sub-Advisory Agreement: This type of agreement focuses on OPCA Advisors' expertise in equity investments. OPCA Advisors assists Touchstone Advisors in managing equity portfolios, conducting sector analysis, and providing recommendations regarding stock selection and allocation. 2. Fixed Income Sub-Advisory Agreement: In this case, the agreement concentrates on OPCA Advisors' expertise in fixed income securities. OPCA Advisors assists Touchstone Advisors in managing fixed income portfolios, evaluating credit risks, researching bond markets, and analyzing interest rate movements. 3. Alternative Investments Sub-Advisory Agreement: This agreement caters to clients looking to incorporate alternative investments into their portfolios. OPCA Advisors assists Touchstone Advisors in researching, assessing, and managing investments in alternative asset classes such as private equity, real estate, hedge funds, or commodities. 4. Balanced Sub-Advisory Agreement: This type of agreement addresses a more comprehensive approach where OPCA Advisors provides assistance to Touchstone Advisors in managing diversified portfolios, consisting of both equities and fixed income securities, while considering various risk factors associated with asset allocation. These variations, among others, illustrate the flexibility and customization available within the Wisconsin Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors, ensuring that clients' investment objectives are met while leveraging the specific expertise of the sub-advisor.