Los Angeles California Investment Advisory Agreement of Equity Strategies Fund, Inc. and EQSF Advisors, Inc.

State:
Multi-State
County:
Los Angeles
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. Los Angeles California Investment Advisory Agreement of Equity Strategies Fund, Inc. and EPSF Advisors, Inc. is a legally binding contract that outlines the terms and conditions of the investment advisory services provided by EPSF Advisors, Inc. to the Equity Strategies Fund, Inc. This agreement governs the professional relationship between the two entities and ensures compliance with applicable laws and regulations. In this Investment Advisory Agreement, the duties and responsibilities of EPSF Advisors, Inc. are clearly defined. Key elements of the agreement include investment objectives, strategies, and risk tolerance of the Equity Strategies Fund, Inc. EPSF Advisors, Inc. is responsible for providing investment advice based on these factors while managing the portfolio of the Fund. The agreement also addresses the compensation structure, fee schedule, and any potential conflicts of interest. It may specify the method of calculating management fees, performance fees, and other charges applicable to the services provided. Additionally, provisions related to termination, amendments, and dispute resolution mechanisms may be included. Different types of Los Angeles California Investment Advisory Agreements of Equity Strategies Fund, Inc. and EPSF Advisors, Inc., if applicable, may include variations based on the specific investment strategies employed. For example, there could be separate agreements for aggressive growth funds, income-oriented funds, or balanced funds, depending on the investment objectives and target markets. Keywords: Los Angeles, California, Investment Advisory Agreement, Equity Strategies Fund, Inc., EPSF Advisors, Inc., investment advisory services, legally binding contract, compliance, investment objectives, investment strategies, risk tolerance, portfolio management, compensation structure, fee schedule, conflicts of interest, termination, amendments, dispute resolution, aggressive growth funds, income-oriented funds, balanced funds.

Los Angeles California Investment Advisory Agreement of Equity Strategies Fund, Inc. and EPSF Advisors, Inc. is a legally binding contract that outlines the terms and conditions of the investment advisory services provided by EPSF Advisors, Inc. to the Equity Strategies Fund, Inc. This agreement governs the professional relationship between the two entities and ensures compliance with applicable laws and regulations. In this Investment Advisory Agreement, the duties and responsibilities of EPSF Advisors, Inc. are clearly defined. Key elements of the agreement include investment objectives, strategies, and risk tolerance of the Equity Strategies Fund, Inc. EPSF Advisors, Inc. is responsible for providing investment advice based on these factors while managing the portfolio of the Fund. The agreement also addresses the compensation structure, fee schedule, and any potential conflicts of interest. It may specify the method of calculating management fees, performance fees, and other charges applicable to the services provided. Additionally, provisions related to termination, amendments, and dispute resolution mechanisms may be included. Different types of Los Angeles California Investment Advisory Agreements of Equity Strategies Fund, Inc. and EPSF Advisors, Inc., if applicable, may include variations based on the specific investment strategies employed. For example, there could be separate agreements for aggressive growth funds, income-oriented funds, or balanced funds, depending on the investment objectives and target markets. Keywords: Los Angeles, California, Investment Advisory Agreement, Equity Strategies Fund, Inc., EPSF Advisors, Inc., investment advisory services, legally binding contract, compliance, investment objectives, investment strategies, risk tolerance, portfolio management, compensation structure, fee schedule, conflicts of interest, termination, amendments, dispute resolution, aggressive growth funds, income-oriented funds, balanced funds.

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Los Angeles California Investment Advisory Agreement of Equity Strategies Fund, Inc. and EQSF Advisors, Inc.