Franklin Ohio Investment Advisory Agreement of Equity Strategies Fund, Inc. and EQSF Advisors, Inc.

State:
Multi-State
County:
Franklin
Control #:
US-CC-11-167
Format:
Word; 
Rich Text
Instant download

Description

This is an Investment Advisory Agreement, to be used across the United States. This particular agreement is to be used by an open-end investment company. The Franklin Ohio Investment Advisory Agreement is a legally binding document that outlines the terms and conditions between Equity Strategies Fund, Inc. (ESF) and EPSF Advisors, Inc. (EPSF). This agreement establishes a professional relationship whereby EPSF provides investment advisory services to ESF. EPSF Advisors, Inc. is a reputable investment advisory firm based in Franklin, Ohio, offering a range of services to its clients. The firm specializes in providing guidance and expertise in managing investments for financial institutions, corporations, and individual investors. The Equity Strategies Fund, Inc. is an investment company that seeks to generate capital appreciation by investing primarily in equity securities across various industries and market capitalization. The fund aims to provide its shareholders with long-term growth and focuses on employing a combination of fundamental research and quantitative analysis to make investment decisions. The Franklin Ohio Investment Advisory Agreement between ESF and EPSF encompasses various elements related to the advisory services provided. It covers matters such as the scope of the services, compensation structure, responsibilities of both parties, confidentiality, termination clauses, and any other provisions deemed necessary for a successful advisory relationship. Multiple types of Franklin Ohio Investment Advisory Agreements may exist based on the specific needs and requirements of ESF and EPSF. These agreements could include variations in fee structures (such as fixed, performance-based, or a combination), investment strategies employed, and any unique terms mutually agreed upon by both parties. In summary, the Franklin Ohio Investment Advisory Agreement establishes the framework for the relationship between Equity Strategies Fund, Inc. and EPSF Advisors, Inc. It outlines the responsibilities, compensation, and terms of engagement necessary for EPSF to provide expert investment advisory services to ESF, with the ultimate goal of achieving long-term capital appreciation for the fund's shareholders.

The Franklin Ohio Investment Advisory Agreement is a legally binding document that outlines the terms and conditions between Equity Strategies Fund, Inc. (ESF) and EPSF Advisors, Inc. (EPSF). This agreement establishes a professional relationship whereby EPSF provides investment advisory services to ESF. EPSF Advisors, Inc. is a reputable investment advisory firm based in Franklin, Ohio, offering a range of services to its clients. The firm specializes in providing guidance and expertise in managing investments for financial institutions, corporations, and individual investors. The Equity Strategies Fund, Inc. is an investment company that seeks to generate capital appreciation by investing primarily in equity securities across various industries and market capitalization. The fund aims to provide its shareholders with long-term growth and focuses on employing a combination of fundamental research and quantitative analysis to make investment decisions. The Franklin Ohio Investment Advisory Agreement between ESF and EPSF encompasses various elements related to the advisory services provided. It covers matters such as the scope of the services, compensation structure, responsibilities of both parties, confidentiality, termination clauses, and any other provisions deemed necessary for a successful advisory relationship. Multiple types of Franklin Ohio Investment Advisory Agreements may exist based on the specific needs and requirements of ESF and EPSF. These agreements could include variations in fee structures (such as fixed, performance-based, or a combination), investment strategies employed, and any unique terms mutually agreed upon by both parties. In summary, the Franklin Ohio Investment Advisory Agreement establishes the framework for the relationship between Equity Strategies Fund, Inc. and EPSF Advisors, Inc. It outlines the responsibilities, compensation, and terms of engagement necessary for EPSF to provide expert investment advisory services to ESF, with the ultimate goal of achieving long-term capital appreciation for the fund's shareholders.

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Franklin Ohio Investment Advisory Agreement of Equity Strategies Fund, Inc. and EQSF Advisors, Inc.