Los Angeles California Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors

State:
Multi-State
County:
Los Angeles
Control #:
US-EG-9141
Format:
Word; 
Rich Text
Instant download

Description

Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors dated January 1, 1999. 8 pages The Los Angeles, California Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors is a formal document that outlines the terms and conditions under which OPCA Advisors will act as a sub-advisor to Touchstone Advisors, Inc. within the Los Angeles area. This agreement establishes a working relationship between the two parties and sets forth the rights, responsibilities, and obligations of both Touchstone Advisors, Inc. as the primary advisor and OPCA Advisors as the sub-advisor. Keywords: Los Angeles, California, Sub-Advisory Agreement, Touchstone Advisors, Inc., OPCA Advisors, relationship, terms and conditions, rights, responsibilities, obligations. In certain cases, there may be different types of Los Angeles, California Sub-Advisory Agreements between Touchstone Advisors, Inc. and OPCA Advisors that can be differentiated based on specific elements or variations in the agreement. Although the specific names of these agreements may vary, several potential types could include: 1. Performance-Based Sub-Advisory Agreement: This agreement may involve compensation that is determined based on the performance or results achieved by OPCA Advisors in managing the assets or investment portfolios assigned to them within Los Angeles, California. 2. Duration-Based Sub-Advisory Agreement: This type of agreement may have a fixed term or duration, outlining the length of the working relationship between Touchstone Advisors, Inc. and OPCA Advisors within the Los Angeles area. The agreement may specify conditions for renewal or termination at the end of the designated period. 3. Specialization-Oriented Sub-Advisory Agreement: In situations where OPCA Advisors possesses specialized knowledge, skills, or expertise in a particular asset class or investment strategy that is particularly relevant to the Los Angeles market, the agreement may focus on this specialization aspect, outlining the specific roles and responsibilities accordingly. 4. Non-Discretionary Sub-Advisory Agreement: This agreement may define a scenario where Touchstone Advisors, Inc. retains ultimate decision-making authority, while OPCA Advisors offers advice and recommendations within the Los Angeles area. OPCA Advisors' role in this case is to provide valuable insights and expertise without having the power to execute investment decisions. It is important to note that the names and specifications of these types of Los Angeles, California Sub-Advisory Agreements may vary based on the specific requirements, circumstances, and objectives of Touchstone Advisors, Inc. and OPCA Advisors.

The Los Angeles, California Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors is a formal document that outlines the terms and conditions under which OPCA Advisors will act as a sub-advisor to Touchstone Advisors, Inc. within the Los Angeles area. This agreement establishes a working relationship between the two parties and sets forth the rights, responsibilities, and obligations of both Touchstone Advisors, Inc. as the primary advisor and OPCA Advisors as the sub-advisor. Keywords: Los Angeles, California, Sub-Advisory Agreement, Touchstone Advisors, Inc., OPCA Advisors, relationship, terms and conditions, rights, responsibilities, obligations. In certain cases, there may be different types of Los Angeles, California Sub-Advisory Agreements between Touchstone Advisors, Inc. and OPCA Advisors that can be differentiated based on specific elements or variations in the agreement. Although the specific names of these agreements may vary, several potential types could include: 1. Performance-Based Sub-Advisory Agreement: This agreement may involve compensation that is determined based on the performance or results achieved by OPCA Advisors in managing the assets or investment portfolios assigned to them within Los Angeles, California. 2. Duration-Based Sub-Advisory Agreement: This type of agreement may have a fixed term or duration, outlining the length of the working relationship between Touchstone Advisors, Inc. and OPCA Advisors within the Los Angeles area. The agreement may specify conditions for renewal or termination at the end of the designated period. 3. Specialization-Oriented Sub-Advisory Agreement: In situations where OPCA Advisors possesses specialized knowledge, skills, or expertise in a particular asset class or investment strategy that is particularly relevant to the Los Angeles market, the agreement may focus on this specialization aspect, outlining the specific roles and responsibilities accordingly. 4. Non-Discretionary Sub-Advisory Agreement: This agreement may define a scenario where Touchstone Advisors, Inc. retains ultimate decision-making authority, while OPCA Advisors offers advice and recommendations within the Los Angeles area. OPCA Advisors' role in this case is to provide valuable insights and expertise without having the power to execute investment decisions. It is important to note that the names and specifications of these types of Los Angeles, California Sub-Advisory Agreements may vary based on the specific requirements, circumstances, and objectives of Touchstone Advisors, Inc. and OPCA Advisors.

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Los Angeles California Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors