Contra Costa California Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York

• Category: Corporations - Public - Advisory
• State: Multi-State
• County: Contra Costa
• 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 Contra Costa California Investment Advisory Agreement: The Contra Costa California Investment Advisory Agreement is a legally binding contract between Hamilton Small Cap Growth CRT Fund and The Bank of New York. This agreement outlines the terms and conditions under which The Bank of New York provides investment advisory services to the Hamilton Small Cap Growth CRT Fund in Contra Costa County, California. Key provisions of the Contra Costa California Investment Advisory Agreement include: 1. Objectives: The agreement clearly defines the investment objectives and goals of the Hamilton Small Cap Growth CRT Fund within Contra Costa County. These objectives may include increasing capital, generating income, or achieving specific financial targets. 2. Advisory Services: The Bank of New York outlines the specific investment advisory services it will provide to the Hamilton Small Cap Growth CRT Fund. These services may include investment research, portfolio management, market analysis, and risk assessment. 3. Responsibilities: The roles and responsibilities of both parties are clearly stated in the agreement. The Bank of New York is responsible for managing and making investment decisions on behalf of the Hamilton Small Cap Growth CRT Fund, while the Fund agrees to cooperate and provide necessary information to support the advisory services. 4. Compensation: The agreement specifies the compensation structure for The Bank of New York's services. This may include a percentage of the assets under management, performance-based fees, or a flat fee arrangement. 5. Confidentiality: Both parties are obligated to maintain the confidentiality of any non-public information shared during the course of the advisory relationship. This ensures the protection of sensitive financial data and avoids potential conflicts of interest. 6. Termination: The agreement outlines the conditions under which either party may terminate the advisory relationship. This may include events such as breach of contract, bankruptcy, or mutual agreement. Different types of Contra Costa California Investment Advisory Agreements between Hamilton Small Cap Growth CRT Fund and The Bank of New York may include variations based on the specific investment strategy, assets under management, or duration of the agreement. These different types could include fee-only agreements, discretionary or non-discretionary agreements, or agreements tailored to specific investment sectors or asset classes. In conclusion, the Contra Costa California Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York demonstrates the commitment of both parties to collaborate and work towards achieving the investment objectives and goals set forth within the agreement.

Contra Costa California Investment Advisory Agreement: The Contra Costa California Investment Advisory Agreement is a legally binding contract between Hamilton Small Cap Growth CRT Fund and The Bank of New York. This agreement outlines the terms and conditions under which The Bank of New York provides investment advisory services to the Hamilton Small Cap Growth CRT Fund in Contra Costa County, California. Key provisions of the Contra Costa California Investment Advisory Agreement include: 1. Objectives: The agreement clearly defines the investment objectives and goals of the Hamilton Small Cap Growth CRT Fund within Contra Costa County. These objectives may include increasing capital, generating income, or achieving specific financial targets. 2. Advisory Services: The Bank of New York outlines the specific investment advisory services it will provide to the Hamilton Small Cap Growth CRT Fund. These services may include investment research, portfolio management, market analysis, and risk assessment. 3. Responsibilities: The roles and responsibilities of both parties are clearly stated in the agreement. The Bank of New York is responsible for managing and making investment decisions on behalf of the Hamilton Small Cap Growth CRT Fund, while the Fund agrees to cooperate and provide necessary information to support the advisory services. 4. Compensation: The agreement specifies the compensation structure for The Bank of New York's services. This may include a percentage of the assets under management, performance-based fees, or a flat fee arrangement. 5. Confidentiality: Both parties are obligated to maintain the confidentiality of any non-public information shared during the course of the advisory relationship. This ensures the protection of sensitive financial data and avoids potential conflicts of interest. 6. Termination: The agreement outlines the conditions under which either party may terminate the advisory relationship. This may include events such as breach of contract, bankruptcy, or mutual agreement. Different types of Contra Costa California Investment Advisory Agreements between Hamilton Small Cap Growth CRT Fund and The Bank of New York may include variations based on the specific investment strategy, assets under management, or duration of the agreement. These different types could include fee-only agreements, discretionary or non-discretionary agreements, or agreements tailored to specific investment sectors or asset classes. In conclusion, the Contra Costa California Investment Advisory Agreement between Hamilton Small Cap Growth CRT Fund and The Bank of New York demonstrates the commitment of both parties to collaborate and work towards achieving the investment objectives and goals set forth within the agreement.