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

• Category: Corporations - Public - Investments
• State: Multi-State
• City: Houston
• 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 Houston Texas Investment Advisory Agreement between First American Insurance Portfolios, Inc. and U.S. Bank National Assoc. Is a legally binding contract that outlines the terms and conditions of the investment advisory services rendered by First American Insurance Portfolios, Inc. to U.S. Bank National Assoc. In relation to their investment portfolios located in Houston, Texas. This agreement is designed to ensure a clear understanding between the parties involved and outlines the rights, duties, and responsibilities of each party. Key terms included in the Houston Texas Investment Advisory Agreement may encompass: 1. Parties: The agreement clearly identifies the two parties involved, First American Insurance Portfolios, Inc. and U.S. Bank National Assoc., along with their respective roles and responsibilities. 2. Objective: The agreement defines the objectives of the investment advisory services, such as achieving specific financial goals, managing risk, or maximizing returns for the investment portfolios. 3. Scope of services: This section outlines the range of services that First American Insurance Portfolios, Inc. will provide, which may include but are not limited to investment management, asset allocation, investment research, and performance reporting. 4. Compensation: The agreement specifies the fees and compensation structure for the investment advisory services, including management fees, performance fees, or any other applicable charges. Additionally, it may detail any sharing arrangements between the parties. 5. Duration and termination: The agreement states the initial term of the agreement, any renewal options, and the terms under which either party can terminate the agreement. It may also contain provisions related to notice periods and the applicable penalties for early termination. 6. Confidentiality: This section ensures the confidentiality of any proprietary or non-public information exchanged between the parties during the term of the agreement. 7. Indemnification and limitation of liability: The agreement may detail the indemnification obligations of each party and any limitations on liability in case of breach of contract or other disputes. Multiple types of Houston Texas Investment Advisory Agreements may be classified based on various factors such as the specific investment strategies utilized, the type of investment portfolio (individual, institutional, or corporate), or even segmentation based on the duration of contracts. Some common types may include: 1. Passive investment advisory agreement: This type of agreement involves a more hands-off approach where the advisor focuses on maintaining the portfolio in line with predetermined benchmarks or indexes. 2. Active investment advisory agreement: In contrast to passive investment advisory, this type involves active management of the portfolio by the advisor, frequently adjusting investments based on market conditions and pursuing alpha generation. 3. Individual investment advisory agreement: This agreement is tailored for individual investors seeking personalized investment advice and management services relevant to their financial goals. 4. Institutional investment advisory agreement: Primarily designed for institutional clients like pension funds, endowments, or corporations, this agreement caters to the unique needs and restrictions faced by such entities. 5. Short-term investment advisory agreement: These agreements typically have a shorter duration and are often used for specific projects or investment scenarios that require specialized advisory services. It is important to note that the specifics of each type of Houston Texas Investment Advisory Agreement may vary depending on the parties involved, their requirements, and the prevailing regulatory and legal environment. It is advisable to consult legal and financial professionals to determine the appropriate type of agreement for a specific situation.

Houston Texas Investment Advisory Agreement between First American Insurance Portfolios, Inc. and U.S. Bank National Assoc. Is a legally binding contract that outlines the terms and conditions of the investment advisory services rendered by First American Insurance Portfolios, Inc. to U.S. Bank National Assoc. In relation to their investment portfolios located in Houston, Texas. This agreement is designed to ensure a clear understanding between the parties involved and outlines the rights, duties, and responsibilities of each party. Key terms included in the Houston Texas Investment Advisory Agreement may encompass: 1. Parties: The agreement clearly identifies the two parties involved, First American Insurance Portfolios, Inc. and U.S. Bank National Assoc., along with their respective roles and responsibilities. 2. Objective: The agreement defines the objectives of the investment advisory services, such as achieving specific financial goals, managing risk, or maximizing returns for the investment portfolios. 3. Scope of services: This section outlines the range of services that First American Insurance Portfolios, Inc. will provide, which may include but are not limited to investment management, asset allocation, investment research, and performance reporting. 4. Compensation: The agreement specifies the fees and compensation structure for the investment advisory services, including management fees, performance fees, or any other applicable charges. Additionally, it may detail any sharing arrangements between the parties. 5. Duration and termination: The agreement states the initial term of the agreement, any renewal options, and the terms under which either party can terminate the agreement. It may also contain provisions related to notice periods and the applicable penalties for early termination. 6. Confidentiality: This section ensures the confidentiality of any proprietary or non-public information exchanged between the parties during the term of the agreement. 7. Indemnification and limitation of liability: The agreement may detail the indemnification obligations of each party and any limitations on liability in case of breach of contract or other disputes. Multiple types of Houston Texas Investment Advisory Agreements may be classified based on various factors such as the specific investment strategies utilized, the type of investment portfolio (individual, institutional, or corporate), or even segmentation based on the duration of contracts. Some common types may include: 1. Passive investment advisory agreement: This type of agreement involves a more hands-off approach where the advisor focuses on maintaining the portfolio in line with predetermined benchmarks or indexes. 2. Active investment advisory agreement: In contrast to passive investment advisory, this type involves active management of the portfolio by the advisor, frequently adjusting investments based on market conditions and pursuing alpha generation. 3. Individual investment advisory agreement: This agreement is tailored for individual investors seeking personalized investment advice and management services relevant to their financial goals. 4. Institutional investment advisory agreement: Primarily designed for institutional clients like pension funds, endowments, or corporations, this agreement caters to the unique needs and restrictions faced by such entities. 5. Short-term investment advisory agreement: These agreements typically have a shorter duration and are often used for specific projects or investment scenarios that require specialized advisory services. It is important to note that the specifics of each type of Houston Texas Investment Advisory Agreement may vary depending on the parties involved, their requirements, and the prevailing regulatory and legal environment. It is advisable to consult legal and financial professionals to determine the appropriate type of agreement for a specific situation.