Contra Costa California Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors

• Category: Corporations - Public - Advisory
• State: Multi-State
• County: Contra Costa
• Control #: US-EG-9141
• Format: Word; Rich Text

Description

Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors dated January 1, 1999. 8 pages The Contra Costa California Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors is a legally binding contract that outlines the terms and conditions of the sub-advisory relationship between the two entities. This agreement is specific to Contra Costa County, California, and governs the collaboration between Touchstone Advisors, Inc. (the "Lead Advisor") and OPCA Advisors (the "Sub-Advisor") in managing investment portfolios or providing investment advice within the region. Keywords: Contra Costa California, Sub-Advisory Agreement, Touchstone Advisors, Inc., OPCA Advisors, investment portfolios, investment advice. There may be different types of Contra Costa California Sub-Advisory Agreements between Touchstone Advisors, Inc. and OPCA Advisors based on their specific arrangement or nature of services. Some potential types of these agreements could include: 1. Portfolio Management Sub-Advisory Agreement: This type of agreement may focus on the Sub-Advisor providing portfolio management services to the Lead Advisor's clients within Contra Costa County. It would outline the responsibilities, compensation, and performance benchmarks for the Sub-Advisor's portfolio management activities. 2. Investment Advisory Sub-Advisory Agreement: In this type of agreement, OPCA Advisors may serve as a Sub-Advisor to Touchstone Advisors, Inc. by providing investment advice and recommendations to the Lead Advisor's clients in Contra Costa County. The agreement would define the scope of the advisory services, client suitability criteria, fee structure, and compliance obligations. 3. Sector-Specific Sub-Advisory Agreement: This agreement type might focus on a specific investment sector or asset class within Contra Costa County. It could specify that OPCA Advisors provides expertise and advisory services to Touchstone Advisors, Inc. in managing portfolios related to that particular sector, such as real estate, technology, or healthcare. 4. Discretionary Sub-Advisory Agreement: Under this agreement, OPCA Advisors might be granted discretionary authority by Touchstone Advisors, Inc. to make investment decisions on behalf of the Lead Advisor's clients in Contra Costa County. The agreement would establish the delegation of authority, investment guidelines, monitoring procedures, and reporting requirements. Overall, the Contra Costa California Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors is a comprehensive document that outlines the specifics of their collaborative relationship in managing investments, providing advice, and catering to the unique needs of clients within Contra Costa County, California.

The Contra Costa California Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors is a legally binding contract that outlines the terms and conditions of the sub-advisory relationship between the two entities. This agreement is specific to Contra Costa County, California, and governs the collaboration between Touchstone Advisors, Inc. (the "Lead Advisor") and OPCA Advisors (the "Sub-Advisor") in managing investment portfolios or providing investment advice within the region. Keywords: Contra Costa California, Sub-Advisory Agreement, Touchstone Advisors, Inc., OPCA Advisors, investment portfolios, investment advice. There may be different types of Contra Costa California Sub-Advisory Agreements between Touchstone Advisors, Inc. and OPCA Advisors based on their specific arrangement or nature of services. Some potential types of these agreements could include: 1. Portfolio Management Sub-Advisory Agreement: This type of agreement may focus on the Sub-Advisor providing portfolio management services to the Lead Advisor's clients within Contra Costa County. It would outline the responsibilities, compensation, and performance benchmarks for the Sub-Advisor's portfolio management activities. 2. Investment Advisory Sub-Advisory Agreement: In this type of agreement, OPCA Advisors may serve as a Sub-Advisor to Touchstone Advisors, Inc. by providing investment advice and recommendations to the Lead Advisor's clients in Contra Costa County. The agreement would define the scope of the advisory services, client suitability criteria, fee structure, and compliance obligations. 3. Sector-Specific Sub-Advisory Agreement: This agreement type might focus on a specific investment sector or asset class within Contra Costa County. It could specify that OPCA Advisors provides expertise and advisory services to Touchstone Advisors, Inc. in managing portfolios related to that particular sector, such as real estate, technology, or healthcare. 4. Discretionary Sub-Advisory Agreement: Under this agreement, OPCA Advisors might be granted discretionary authority by Touchstone Advisors, Inc. to make investment decisions on behalf of the Lead Advisor's clients in Contra Costa County. The agreement would establish the delegation of authority, investment guidelines, monitoring procedures, and reporting requirements. Overall, the Contra Costa California Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors is a comprehensive document that outlines the specifics of their collaborative relationship in managing investments, providing advice, and catering to the unique needs of clients within Contra Costa County, California.