The Santa Clara California Sub-Advisory Agreement is a legal contract between Berger and Berman Management, Inc. (BMI) and its clients located in Santa Clara, California. This agreement establishes the terms and conditions under which BMI will provide sub-advisory services to its clients in Santa Clara. Under this agreement, BMI acts as a sub-advisor to its clients, assisting them in managing their investment portfolios and providing expert advice on investment strategies. The agreement outlines the responsibilities and obligations of both BMI and its clients, ensuring a clear understanding of the roles and expectations of each party. Keywords: Santa Clara California, Sub-Advisory Agreement, Berger and Berman Management, Inc., legal contract, clients, investment portfolios, sub-advisor, investment strategies, responsibilities, obligations. Types of Santa Clara California Sub-Advisory Agreement of Berger and Berman Management, Inc.: 1. Individual Client Sub-Advisory Agreement: This type of agreement is designed for individual clients located in Santa Clara, California who seek professional sub-advisory services from BMI. It caters to the specific needs and goals of individual investors. 2. Institutional Client Sub-Advisory Agreement: This type of agreement is tailored for institutional clients in Santa Clara, California, such as corporations, pension funds, or endowments, who require sub-advisory services from BMI. It addresses the unique investment objectives and risk management considerations of institutional investors. 3. Fund Sub-Advisory Agreement: This type of agreement is targeted towards investment funds located in Santa Clara, California. It enables BMI to act as a sub-advisor to these funds, assisting in managing their investments and delivering optimal performance for the fund's stakeholders. Through these various types of sub-advisory agreements, BMI strives to meet the diverse needs of its clients in Santa Clara, California, providing them with expert guidance and personalized investment solutions tailored to their specific circumstances and goals.
Santa Clara California Sub-Advisory Agreement of Neuberger and Berman Management, Inc.
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