Collin Texas Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York

• Category: Corporations - Public - Advisory
• State: Multi-State
• County: Collin
• Control #: US-EG-9077
• Format: Word; Rich Text

Description

Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York dated January 3, 2000. 4 pages Collin Texas Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York is a legally binding document that outlines the terms and conditions of the investment advisory services provided by The Bank of New York to Hamilton Small Cap Growth CRT Fund in Collin, Texas. This agreement serves to establish a clear understanding between the parties involved and sets forth the roles, responsibilities, and compensation arrangements agreed upon. In this Agreement, the term "investment advisory services" refers to the professional advice and recommendations provided by The Bank of New York to assist Hamilton Small Cap Growth CRT Fund in making investment decisions and managing their portfolio. These services may include, but are not limited to, investment research, analysis, and monitoring of securities, asset allocation strategies, risk management, and performance evaluation. The Collin Texas Investment Advisory Agreement specifically identifies the parties involved, with Hamilton Small Cap Growth CRT Fund acting as the client and The Bank of New York as the investment advisor. It also mentions the objectives and goals of the investment strategy, taking into consideration the unique preferences, risk tolerance, and investment horizon of the client. This agreement addresses various important aspects, such as the scope of services, the duration of the agreement, the fee structure, and the termination provisions. It outlines the specific investment guidelines and restrictions that the investment advisor must adhere to while managing the client's assets. These guidelines may include diversification requirements, sector allocation limits, and liquidity considerations. Moreover, the Collin Texas Investment Advisory Agreement may differentiate between different types of services offered by The Bank of New York. These may include but are not limited to: 1. Basic Investment Advisory Services: This type of agreement covers the core services provided by the investment advisor, including portfolio management, asset allocation, and quarterly reporting. 2. Enhanced Investment Advisory Services: This agreement may provide additional services such as tax planning, estate planning, and specialized investment strategies tailored to the client's specific needs and objectives. 3. Consultancy Services: In some cases, the Collin Texas Investment Advisory Agreement may outline a consulting arrangement where The Bank of New York provides strategic advice and guidance without directly managing the client's portfolio. It is crucial for both parties to carefully review and understand the terms and conditions outlined in the Collin Texas Investment Advisory Agreement. Any revisions or modifications to the agreement should be made in writing, ensuring mutual consent and clarity in regard to the terms of the agreement. Disclaimer: The content generated above may not fully reflect the specific details and provisions of the actual Collin Texas Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York. It is advisable to consult the official documentation and seek legal advice to obtain accurate and comprehensive information.

Collin Texas Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York is a legally binding document that outlines the terms and conditions of the investment advisory services provided by The Bank of New York to Hamilton Small Cap Growth CRT Fund in Collin, Texas. This agreement serves to establish a clear understanding between the parties involved and sets forth the roles, responsibilities, and compensation arrangements agreed upon. In this Agreement, the term "investment advisory services" refers to the professional advice and recommendations provided by The Bank of New York to assist Hamilton Small Cap Growth CRT Fund in making investment decisions and managing their portfolio. These services may include, but are not limited to, investment research, analysis, and monitoring of securities, asset allocation strategies, risk management, and performance evaluation. The Collin Texas Investment Advisory Agreement specifically identifies the parties involved, with Hamilton Small Cap Growth CRT Fund acting as the client and The Bank of New York as the investment advisor. It also mentions the objectives and goals of the investment strategy, taking into consideration the unique preferences, risk tolerance, and investment horizon of the client. This agreement addresses various important aspects, such as the scope of services, the duration of the agreement, the fee structure, and the termination provisions. It outlines the specific investment guidelines and restrictions that the investment advisor must adhere to while managing the client's assets. These guidelines may include diversification requirements, sector allocation limits, and liquidity considerations. Moreover, the Collin Texas Investment Advisory Agreement may differentiate between different types of services offered by The Bank of New York. These may include but are not limited to: 1. Basic Investment Advisory Services: This type of agreement covers the core services provided by the investment advisor, including portfolio management, asset allocation, and quarterly reporting. 2. Enhanced Investment Advisory Services: This agreement may provide additional services such as tax planning, estate planning, and specialized investment strategies tailored to the client's specific needs and objectives. 3. Consultancy Services: In some cases, the Collin Texas Investment Advisory Agreement may outline a consulting arrangement where The Bank of New York provides strategic advice and guidance without directly managing the client's portfolio. It is crucial for both parties to carefully review and understand the terms and conditions outlined in the Collin Texas Investment Advisory Agreement. Any revisions or modifications to the agreement should be made in writing, ensuring mutual consent and clarity in regard to the terms of the agreement. Disclaimer: The content generated above may not fully reflect the specific details and provisions of the actual Collin Texas Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York. It is advisable to consult the official documentation and seek legal advice to obtain accurate and comprehensive information.