Hennepin Minnesota Investment Advisory Agreement between First American Insurance Portfolios, Inc. and U.S. Bank National Assoc.

State:
Multi-State
County:
Hennepin
Control #:
US-EG-9186
Format:
Word; 
Rich Text
Instant download

Description

Investment Advisory Agreement between First American Insurance Portfolios, Inc. and U.S. Bank National Association dated December 8, 1999. 4 pages The Hennepin Minnesota Investment Advisory Agreement is a legally binding document between First American Insurance Portfolios, Inc. and U.S. Bank National Association. This agreement outlines the terms and conditions for the provision of investment advisory services by U.S. Bank National Association to First American Insurance Portfolios, Inc. in Hennepin County, Minnesota. The agreement delineates the roles and responsibilities of both parties involved in the investment advisory relationship. First American Insurance Portfolios, Inc. serves as the client or investor seeking professional advice and guidance for their investment portfolio. U.S. Bank National Association acts as the investment advisor, providing expertise and recommendations tailored to the specific needs and objectives of First American Insurance Portfolios, Inc. Keywords: Hennepin Minnesota Investment Advisory Agreement, First American Insurance Portfolios, Inc., U.S. Bank National Association, investment advisory services, terms and conditions, investment advisory relationship, investment portfolio, advice and guidance, investment advisor, expertise, recommendations, needs and objectives. Different types of Hennepin Minnesota Investment Advisory Agreements between First American Insurance Portfolios, Inc. and U.S. Bank National Association may include variations in the scope of services, fees, and duration. Some examples of distinct types could be: 1. Hennepin Minnesota Investment Advisory Agreement with Fixed Fee Structure: This agreement establishes a fixed fee structure for the investment advisory services provided by U.S. Bank National Association. It outlines the specific services included within the agreed-upon fee and any additional charges for supplementary services. 2. Hennepin Minnesota Investment Advisory Agreement with Performance-Based Fees: In this type of agreement, the fees payable by First American Insurance Portfolios, Inc. to U.S. Bank National Association are based on the performance of the investment portfolio. The agreement would define the metrics and benchmarks used to calculate the fees, ensuring alignment of interests between the investment advisor and the client. 3. Hennepin Minnesota Investment Advisory Agreement with Limited Scope: This agreement establishes a limited scope of services wherein U.S. Bank National Association provides advisory services for specific investment strategies, sectors, or asset classes designated by First American Insurance Portfolios, Inc. The agreement would outline the specific areas of focus, making it ideal for clients who wish to retain control over certain aspects of their investment portfolio. 4. Hennepin Minnesota Investment Advisory Agreement with Term: A term-based agreement specifies a contractual period for which the investment advisory services will be provided. It outlines the start and end dates of the agreement, ensuring clarity regarding the duration of the engagement between First American Insurance Portfolios, Inc. and U.S. Bank National Association.

The Hennepin Minnesota Investment Advisory Agreement is a legally binding document between First American Insurance Portfolios, Inc. and U.S. Bank National Association. This agreement outlines the terms and conditions for the provision of investment advisory services by U.S. Bank National Association to First American Insurance Portfolios, Inc. in Hennepin County, Minnesota. The agreement delineates the roles and responsibilities of both parties involved in the investment advisory relationship. First American Insurance Portfolios, Inc. serves as the client or investor seeking professional advice and guidance for their investment portfolio. U.S. Bank National Association acts as the investment advisor, providing expertise and recommendations tailored to the specific needs and objectives of First American Insurance Portfolios, Inc. Keywords: Hennepin Minnesota Investment Advisory Agreement, First American Insurance Portfolios, Inc., U.S. Bank National Association, investment advisory services, terms and conditions, investment advisory relationship, investment portfolio, advice and guidance, investment advisor, expertise, recommendations, needs and objectives. Different types of Hennepin Minnesota Investment Advisory Agreements between First American Insurance Portfolios, Inc. and U.S. Bank National Association may include variations in the scope of services, fees, and duration. Some examples of distinct types could be: 1. Hennepin Minnesota Investment Advisory Agreement with Fixed Fee Structure: This agreement establishes a fixed fee structure for the investment advisory services provided by U.S. Bank National Association. It outlines the specific services included within the agreed-upon fee and any additional charges for supplementary services. 2. Hennepin Minnesota Investment Advisory Agreement with Performance-Based Fees: In this type of agreement, the fees payable by First American Insurance Portfolios, Inc. to U.S. Bank National Association are based on the performance of the investment portfolio. The agreement would define the metrics and benchmarks used to calculate the fees, ensuring alignment of interests between the investment advisor and the client. 3. Hennepin Minnesota Investment Advisory Agreement with Limited Scope: This agreement establishes a limited scope of services wherein U.S. Bank National Association provides advisory services for specific investment strategies, sectors, or asset classes designated by First American Insurance Portfolios, Inc. The agreement would outline the specific areas of focus, making it ideal for clients who wish to retain control over certain aspects of their investment portfolio. 4. Hennepin Minnesota Investment Advisory Agreement with Term: A term-based agreement specifies a contractual period for which the investment advisory services will be provided. It outlines the start and end dates of the agreement, ensuring clarity regarding the duration of the engagement between First American Insurance Portfolios, Inc. and U.S. Bank National Association.

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Hennepin Minnesota Investment Advisory Agreement between First American Insurance Portfolios, Inc. and U.S. Bank National Assoc.