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

State:
Multi-State
Control #:
US-EG-9141
Format:
Word; 
Rich Text
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Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors dated January 1, 1999. 8 pages
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  • Preview Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors
  • Preview Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors
  • Preview Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors
  • Preview Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors
  • Preview Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors
  • Preview Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors
  • Preview Sub-Advisory Agreement between Touchstone Advisors, Inc. and Opcap Advisors

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FAQ

adviser is an asset management firm hired by an investment adviser to help identify, evaluate and manage investments within a portfolio. Subadvisers are typically selected based on their investment style, expertise and track record in a specific investment strategy.

An advisory agreement is a business contract signed between a company and an advisor. The latter offers their services as an external third party and does so for any chosen term. The agreement is either signed at the beginning of the project or for the specific duration which the advisor offers their service.

A subadvisory agreement is a legally binding agreement between a mutual fund and an advisor. These agreements outline the terms and conditions of the relationship between the fund and the advisor and what rights and responsibilities are expected of each party.

Key Takeaways. A sub-advised fund involves a third-party money manager that is hired by an investment company or mutual fund to manage an investment portfolio. Sub-advised funds are typically sought by investment companies because of their expertise in managing a specific strategy.

Subadvisory Fee means a fee in an amount equal to 20% of the amount of fees paid to Advisor by the REIT pursuant to the Advisory Agreement, including but not limited to: Acquisition Fees, Asset Management Fees, Loan Refinancing Fees, Property Management Fees, and Subordinated Disposition Fees, each as defined in the ...

adviser is an asset management firm hired by an investment adviser to help identify, evaluate and manage investments within a portfolio. Subadvisers are typically selected based on their investment style, expertise and track record in a specific investment strategy.

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