Tr 912810pw2

• Category: Corporations - Public - Investments
• State: Multi-State
• County: Bexar
• Control #: US-EG-9186
• Format: Word; Rich Text

Description

Investment Advisory Agreement between First American Insurance Portfolios, Inc. and U.S. Bank National Association dated December 8, 1999. 4 pages The Bexar Texas Investment Advisory Agreement is a contractual arrangement between First American Insurance Portfolios, Inc. and U.S. Bank National Association that outlines the terms and conditions for the provision of investment advisory services. This agreement governs the relationship between the two entities and ensures compliance with applicable regulations and industry best practices. Under the Bexar Texas Investment Advisory Agreement, First American Insurance Portfolios, Inc. agrees to act as the investment advisor, offering guidance and making investment decisions on behalf of U.S. Bank National Association. The agreement establishes the scope of services to be provided, including portfolio management, asset allocation, investment research, and performance monitoring. Both parties must adhere to the terms outlined in the agreement, which usually cover aspects such as fee structures, performance benchmarks, account custodianship, reporting requirements, and disclosure obligations. The agreement also addresses the responsibilities and liabilities of each party, including their fiduciary duties towards clients and the standard of care to be exercised. It is important to note that there may be different types or variations of the Bexar Texas Investment Advisory Agreement between First American Insurance Portfolios, Inc. and U.S. Bank National Association. These variations could be tailored to specific client requirements or investment strategies. Some possible types of agreements could include: 1. Comprehensive Investment Advisory Agreement: This type of agreement covers a broad range of investment advisory services, providing a comprehensive framework for managing the client's investment portfolio. 2. Limited Investment Advisory Agreement: In contrast to the comprehensive agreement, this variant may restrict certain services or focus on specific investment objectives. It allows for a more targeted approach to address the client's unique needs. 3. Tiered Fee Investment Advisory Agreement: This agreement structure establishes multiple fee tiers based on the size of the client's portfolio or investment account, reflecting different levels of service provided and the associated costs. 4. Separately Managed Account (SMA) Agreement: In this type of agreement, the focus is on managing a single client's investment account separately from others. This allows for more customization and flexibility in portfolio construction. 5. Model Portfolio Investment Advisory Agreement: Here, the advisor provides investment recommendations or manages portfolios based on predefined models or strategies. Clients can choose a model that aligns with their risk tolerance and investment goals. These are just a few examples of potential variations in the Bexar Texas Investment Advisory Agreement between First American Insurance Portfolios, Inc. and U.S. Bank National Association. The specific agreement utilized will depend on the parties' preferences, investment objectives, and individual circumstances.

The Bexar Texas Investment Advisory Agreement is a contractual arrangement between First American Insurance Portfolios, Inc. and U.S. Bank National Association that outlines the terms and conditions for the provision of investment advisory services. This agreement governs the relationship between the two entities and ensures compliance with applicable regulations and industry best practices. Under the Bexar Texas Investment Advisory Agreement, First American Insurance Portfolios, Inc. agrees to act as the investment advisor, offering guidance and making investment decisions on behalf of U.S. Bank National Association. The agreement establishes the scope of services to be provided, including portfolio management, asset allocation, investment research, and performance monitoring. Both parties must adhere to the terms outlined in the agreement, which usually cover aspects such as fee structures, performance benchmarks, account custodianship, reporting requirements, and disclosure obligations. The agreement also addresses the responsibilities and liabilities of each party, including their fiduciary duties towards clients and the standard of care to be exercised. It is important to note that there may be different types or variations of the Bexar Texas Investment Advisory Agreement between First American Insurance Portfolios, Inc. and U.S. Bank National Association. These variations could be tailored to specific client requirements or investment strategies. Some possible types of agreements could include: 1. Comprehensive Investment Advisory Agreement: This type of agreement covers a broad range of investment advisory services, providing a comprehensive framework for managing the client's investment portfolio. 2. Limited Investment Advisory Agreement: In contrast to the comprehensive agreement, this variant may restrict certain services or focus on specific investment objectives. It allows for a more targeted approach to address the client's unique needs. 3. Tiered Fee Investment Advisory Agreement: This agreement structure establishes multiple fee tiers based on the size of the client's portfolio or investment account, reflecting different levels of service provided and the associated costs. 4. Separately Managed Account (SMA) Agreement: In this type of agreement, the focus is on managing a single client's investment account separately from others. This allows for more customization and flexibility in portfolio construction. 5. Model Portfolio Investment Advisory Agreement: Here, the advisor provides investment recommendations or manages portfolios based on predefined models or strategies. Clients can choose a model that aligns with their risk tolerance and investment goals. These are just a few examples of potential variations in the Bexar Texas Investment Advisory Agreement between First American Insurance Portfolios, Inc. and U.S. Bank National Association. The specific agreement utilized will depend on the parties' preferences, investment objectives, and individual circumstances.