Broward Florida Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors is a legal document that outlines the terms and conditions of the partnership between the two firms in providing sub-advisory services. This agreement governs the relationship between Touchstone Advisors, Inc. (the "Advisor") and OPCA Advisors (the "Sub-Adviser") in managing investment portfolios. Keywords: Broward Florida, Sub-Advisory Agreement, Touchstone Advisors, Inc., OPCA Advisors The Broward Florida Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors establishes the roles and responsibilities of both firms. It specifies the scope of the sub-advisory services to be provided, including investment management, research, trading, and reporting. Under this agreement, Touchstone Advisors, Inc. acts as the primary advisor and is responsible for overall investment strategy, client relationships, and compliance with applicable laws and regulations. OPCA Advisors, on the other hand, acts as the sub-advisor and is tasked with implementing the investment strategies devised by Touchstone Advisors, Inc. The agreement outlines the fee structure and payment terms, including the compensation payable to OPCA Advisors for the services rendered. It may also include provisions for the termination of the agreement, specifying the notice period and any applicable penalties or fees. Furthermore, the Broward Florida Sub-Advisory Agreement may have different types based on the specific investment strategies or client segments. For instance, there could be separate agreements for equity sub-advisory services, fixed income sub-advisory services, or alternative investment strategies. These different types of agreements would outline the specific responsibilities and objectives related to each investment category. In summary, the Broward Florida Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors is a comprehensive document that governs the relationship between the primary advisor and the sub-advisor in managing investment portfolios. It sets forth the terms, roles, responsibilities, and compensation for each party involved, ensuring clarity and legal compliance throughout the partnership.
Broward Florida Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors
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