Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors dated January 1, 1999. 8 pages
Maricopa, Arizona Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors The Maricopa, Arizona Sub-Advisory Agreement is a comprehensive contract established between Touchstone Advisors, Inc. and OPCA Advisors. This legal agreement outlines the terms and conditions governing the provision of sub-advisory services from OPCA Advisors to Touchstone Advisors, Inc. The agreement plays a crucial role in facilitating a successful partnership between these entities in the financial services sector. Under this Sub-Advisory Agreement, Touchstone Advisors, Inc. appoints OPCA Advisors as a sub-advisor to manage specific investment portfolios or strategies on its behalf. OPCA Advisors, being a trusted entity with expertise in asset management, assists Touchstone Advisors, Inc. in providing superior investment solutions to their clients. The agreement begins by clearly defining the roles and responsibilities of both Touchstone Advisors, Inc. and OPCA Advisors. Touchstone Advisors, Inc. acts as the primary investment advisor, overseeing the general management and operations of the investment portfolios. OPCA Advisors, on the other hand, assumes the role of the sub-advisor and is responsible for executing specific investment strategies, conducting research, and providing recommendations to enhance portfolio performance. Moreover, the Maricopa, Arizona Sub-Advisory Agreement includes key provisions related to compensation and fees. These provisions establish the payment structure between Touchstone Advisors, Inc. and OPCA Advisors for the sub-advisory services rendered. The agreement also addresses the allocation of expenses, termination clauses, and dispute resolution mechanisms in order to ensure a smooth working relationship between the parties. It is important to note that while this description provides a general overview of the Maricopa, Arizona Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors, there may be different types or specific variations of this agreement depending on the nature of the investment portfolios, performance objectives, and other factors. Examples of possible variations may include agreements catering to different asset classes, investment strategies, or specific client requirements. In conclusion, the Maricopa, Arizona Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors is a legally binding contract that formalizes the partnership between these entities in delivering investment management services. The agreement delineates the roles, responsibilities, compensation, and other essential terms to ensure a mutually beneficial and successful relationship.
Maricopa, Arizona Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors The Maricopa, Arizona Sub-Advisory Agreement is a comprehensive contract established between Touchstone Advisors, Inc. and OPCA Advisors. This legal agreement outlines the terms and conditions governing the provision of sub-advisory services from OPCA Advisors to Touchstone Advisors, Inc. The agreement plays a crucial role in facilitating a successful partnership between these entities in the financial services sector. Under this Sub-Advisory Agreement, Touchstone Advisors, Inc. appoints OPCA Advisors as a sub-advisor to manage specific investment portfolios or strategies on its behalf. OPCA Advisors, being a trusted entity with expertise in asset management, assists Touchstone Advisors, Inc. in providing superior investment solutions to their clients. The agreement begins by clearly defining the roles and responsibilities of both Touchstone Advisors, Inc. and OPCA Advisors. Touchstone Advisors, Inc. acts as the primary investment advisor, overseeing the general management and operations of the investment portfolios. OPCA Advisors, on the other hand, assumes the role of the sub-advisor and is responsible for executing specific investment strategies, conducting research, and providing recommendations to enhance portfolio performance. Moreover, the Maricopa, Arizona Sub-Advisory Agreement includes key provisions related to compensation and fees. These provisions establish the payment structure between Touchstone Advisors, Inc. and OPCA Advisors for the sub-advisory services rendered. The agreement also addresses the allocation of expenses, termination clauses, and dispute resolution mechanisms in order to ensure a smooth working relationship between the parties. It is important to note that while this description provides a general overview of the Maricopa, Arizona Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors, there may be different types or specific variations of this agreement depending on the nature of the investment portfolios, performance objectives, and other factors. Examples of possible variations may include agreements catering to different asset classes, investment strategies, or specific client requirements. In conclusion, the Maricopa, Arizona Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors is a legally binding contract that formalizes the partnership between these entities in delivering investment management services. The agreement delineates the roles, responsibilities, compensation, and other essential terms to ensure a mutually beneficial and successful relationship.