Wayne Michigan Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors

• Category: Corporations - Public - Advisory
• State: Multi-State
• County: Wayne
• 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 Wayne Michigan Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors is a legal contract that outlines the terms and conditions governing the partnership between the two entities. This agreement specifically pertains to their collaboration in providing investment advisory services in the Wayne, Michigan area. Touchstone Advisors, Inc. is a renowned financial services firm with expertise in investment management and advisory services. OPCA Advisors, on the other hand, is a local investment firm based in Wayne, Michigan, aiming to offer tailored investment strategies for clients in the region. The Sub-Advisory Agreement establishes the framework under which Touchstone Advisors, Inc. delegates certain investment management responsibilities to OPCA Advisors for clients in Wayne, Michigan. It sets forth the respective rights, obligations, and responsibilities of both parties involved. Key provisions within the Wayne Michigan Sub-Advisory Agreement include: 1. Scope of Services: The agreement outlines the specific investment management services that OPCA Advisors will perform on behalf of Touchstone Advisors, Inc. These services may include portfolio construction, asset allocation, research, risk management, and ongoing monitoring. 2. Compensation: The agreement stipulates the fees and compensation structure between Touchstone Advisors, Inc. and OPCA Advisors. It may detail the percentage-based fees, performance-based fees, or any other agreed-upon compensation arrangements. 3. Duration and Termination: This section specifies the duration of the relationship and the terms under which either party can terminate the agreement. It may outline notice periods and procedures to be followed in case of termination. 4. Reporting and Communication: The agreement defines the reporting requirements and frequency of communication between the parties. It may mention the provision of periodic reports on investment performance, client updates, and any other necessary correspondence. Types of Wayne Michigan Sub-Advisory Agreements between Touchstone Advisors, Inc. and OPCA Advisors may include: 1. General Sub-Advisory Agreement: This type of agreement encompasses a broad range of investment advisory services, giving OPCA Advisors the authority to manage various investment portfolios for Touchstone Advisors, Inc.'s clients in Wayne, Michigan. 2. Specialized Sub-Advisory Agreement: In some cases, a specific Sub-Advisory Agreement may be created to address a particular investment strategy or asset class. For example, OPCA Advisors might be appointed as a sub-advisor exclusively for alternative investments, real estate investment trusts (Rests), or socially responsible investing (SRI). These different types of agreements enable Touchstone Advisors, Inc. and OPCA Advisors to tailor the scope of their collaboration based on clients' needs, investment goals, and the specific expertise of OPCA Advisors. Overall, the Wayne Michigan Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors is a crucial legal document that ensures a clear understanding of the roles, responsibilities, and compensation structures between the two entities, thereby fostering a strong partnership in delivering exceptional investment advisory services to clients in Wayne, Michigan.

Wayne Michigan Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors is a legal contract that outlines the terms and conditions governing the partnership between the two entities. This agreement specifically pertains to their collaboration in providing investment advisory services in the Wayne, Michigan area. Touchstone Advisors, Inc. is a renowned financial services firm with expertise in investment management and advisory services. OPCA Advisors, on the other hand, is a local investment firm based in Wayne, Michigan, aiming to offer tailored investment strategies for clients in the region. The Sub-Advisory Agreement establishes the framework under which Touchstone Advisors, Inc. delegates certain investment management responsibilities to OPCA Advisors for clients in Wayne, Michigan. It sets forth the respective rights, obligations, and responsibilities of both parties involved. Key provisions within the Wayne Michigan Sub-Advisory Agreement include: 1. Scope of Services: The agreement outlines the specific investment management services that OPCA Advisors will perform on behalf of Touchstone Advisors, Inc. These services may include portfolio construction, asset allocation, research, risk management, and ongoing monitoring. 2. Compensation: The agreement stipulates the fees and compensation structure between Touchstone Advisors, Inc. and OPCA Advisors. It may detail the percentage-based fees, performance-based fees, or any other agreed-upon compensation arrangements. 3. Duration and Termination: This section specifies the duration of the relationship and the terms under which either party can terminate the agreement. It may outline notice periods and procedures to be followed in case of termination. 4. Reporting and Communication: The agreement defines the reporting requirements and frequency of communication between the parties. It may mention the provision of periodic reports on investment performance, client updates, and any other necessary correspondence. Types of Wayne Michigan Sub-Advisory Agreements between Touchstone Advisors, Inc. and OPCA Advisors may include: 1. General Sub-Advisory Agreement: This type of agreement encompasses a broad range of investment advisory services, giving OPCA Advisors the authority to manage various investment portfolios for Touchstone Advisors, Inc.'s clients in Wayne, Michigan. 2. Specialized Sub-Advisory Agreement: In some cases, a specific Sub-Advisory Agreement may be created to address a particular investment strategy or asset class. For example, OPCA Advisors might be appointed as a sub-advisor exclusively for alternative investments, real estate investment trusts (Rests), or socially responsible investing (SRI). These different types of agreements enable Touchstone Advisors, Inc. and OPCA Advisors to tailor the scope of their collaboration based on clients' needs, investment goals, and the specific expertise of OPCA Advisors. Overall, the Wayne Michigan Sub-Advisory Agreement between Touchstone Advisors, Inc. and OPCA Advisors is a crucial legal document that ensures a clear understanding of the roles, responsibilities, and compensation structures between the two entities, thereby fostering a strong partnership in delivering exceptional investment advisory services to clients in Wayne, Michigan.