Phoenix Arizona is the capital city of the state of Arizona in the United States. It is a vibrant and growing city known for its warm climate, rich history, and diverse culture. With a population of over 1.6 million people, it is the fifth-largest city in the US and acts as the economic and cultural hub of the state. Touchstone Advisors, Inc. and OPCA Advisors have entered into a Sub-Advisory Agreement within the context of Phoenix Arizona. This agreement serves as a partnership between the two firms, outlining the terms and conditions of their collaboration in providing advisory services to clients in the region. The Phoenix Arizona Sub-Advisory Agreement allows Touchstone Advisors, Inc. to act as a sub-advisor to OPCA Advisors within the Phoenix market. It enables Touchstone Advisors, Inc. to offer their expertise and assistance to OPCA Advisors' clients, providing investment management services, asset allocation strategies, and financial advice. Within the framework of this Sub-Advisory Agreement, Touchstone Advisors, Inc. and OPCA Advisors may offer different types of sub-advisory services, tailored to meet the specific needs of their clients in Phoenix Arizona. These services may encompass: 1. Portfolio Management: Touchstone Advisors, Inc. and OPCA Advisors collaborate to manage clients' investment portfolios in a manner aligned with the clients' goals, risk tolerance, and investment preferences. This may involve asset allocation, security selection, and ongoing portfolio monitoring. 2. Financial Planning: The agreement may also involve comprehensive financial planning services aimed at helping clients in Phoenix Arizona achieve their long-term financial objectives. This can include retirement planning, tax optimization, estate planning, and risk management. 3. Investment Research and Analysis: Touchstone Advisors, Inc. and OPCA Advisors may conduct extensive research and analysis of various investment opportunities, keeping a close eye on market trends, economic indicators, and industry dynamics. This information helps them make informed investment decisions for their clients in Phoenix Arizona. 4. Client Relations and Communication: Both advisory firms understand the significance of maintaining strong client relationships. They maintain regular communication with clients in Phoenix, providing updates on portfolio performance, market outlooks, and addressing any inquiries or concerns. It's important to note that while these key services are typically covered within the Phoenix Arizona Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors, the specific terms and offerings may vary depending on the clients' needs, investment objectives, and the scope of the agreement. Overall, the Phoenix Arizona Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors aims to deliver comprehensive investment management services, financial planning, and client-centric solutions to individuals and businesses in the dynamic and fast-growing city of Phoenix, Arizona.
Phoenix Arizona Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors
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