Exhibit (g)(7) CUSTODY AGREEMENT AGREEMENT dated as of January 28, 2009, between Clearwater Investment Trust, a business trust organized under the laws of the State of Massachusetts, having its principal office and place of business at 2000 Wells...Custody Agreement • January 29th, 2009 • Clearwater Investment Trust • Illinois
SUBADVISORY CONTRACT AMONG THE TRUST, ON BEHALF OF CLEARWATER GROWTH FUND, CMC AND PARAMETRIC SUBADVISORY CONTRACT AGREEMENT made as of the 10th day of September, 2003, by and among CLEARWATER INVESTMENT TRUST, a Massachusetts business trust (the...Clearwater Investment Trust • April 29th, 2004 • Minnesota
Exhibit (h)(5) CLEARWATER INVESTMENT TRUST FUND ADMINISTRATION AND ACCOUNTING SERVICES AGREEMENT THE NORTHERN TRUST COMPANY January 28, 2009 TABLE OF CONTENTSAccounting Services Agreement • January 29th, 2009 • Clearwater Investment Trust • Illinois
MANAGEMENT CONTRACT AGREEMENT made as of the _____ day of ___________, 1999, by and between CLEARWATER INVESTMENT TRUST, a Massachusetts business trust (the "Trust"), and CLEARWATER MANAGEMENT CO., INC., a Minnesota corporation (the "Manager")....Management Contract • October 15th, 1999 • Clearwater Investment Trust • Minnesota
SUBADVISORY CONTRACT AMONG CLEARWATER INVESTMENT TRUST, ON BEHALF OF CLEARWATER GROWTH FUND, CLEARWATER MANAGEMENT COMPANY, INC. AND PARAMETRIC PORTFOLIO ASSOCIATES SUBADVISORY CONTRACT AGREEMENT made as of the 20th day of September, 2001, by and...Clearwater Investment Trust • June 26th, 2002 • Minnesota
FIRST AMENDMENT TO CUSTODY AND INVESTMENT ACCOUNTING AGREEMENT THIS FIRST AMENDMENT TO CUSTODY AND INVESTMENT ACCOUNTING AGREEMENT (the "Amendment") is made and entered into as of March 1, 1998 by and among CLEARWATER INVESTMENT TRUST ("Client"), a...Investment Accounting Agreement • April 13th, 1998 • Clearwater Investment Trust
Exhibit (g)(6) SECOND AMENDMENT TO CUSTODY AND INVESTMENT ACCOUNTING AGREEMENT THIS SECOND AMENDMENT TO CUSTODY AND INVESTMENT ACCOUNTING AGREEMENT (the "Amendment") is effective as of March 10, 2006 by and between CLEARWATER INVESTMENT TRUST, a...Accounting Agreement • May 1st, 2007 • Clearwater Investment Trust
CUSTODY AND INVESTMENT ACCOUNTING AGREEMENT THIS AGREEMENT is made effective the 29th day of September, 1997, by and between INVESTORS FIDUCIARY TRUST COMPANY, a trust company chartered under the laws of the state of Missouri, having its trust office...Custody and Investment Accounting Agreement • February 27th, 1998 • Clearwater Investment Trust • Missouri
CUSTODY AGREEMENTCustody Agreement • February 28th, 2011 • Clearwater Investment Trust • Illinois
AGREEMENT dated as of December 3, 2010, between Clearwater Investment Trust, a business trust organized under the laws of the State of Massachusetts, having its principal office and place of business at 2000 Wells Fargo Place, 30 East Seventh Street, St. Paul, Minnesota 55101 (the “Fund”), and THE NORTHERN TRUST COMPANY (the “Custodian”), an Illinois company with its principal place of business at 50 South LaSalle Street, Chicago, Illinois 60603.
INVESTMENT SUBADVISORY CONTRACT FOR THE CLEARWATER INTERNATIONAL FUND, A SERIES OF CLEARWATER INVESTMENT TRUSTClearwater Investment Trust • January 29th, 2009 • Minnesota
Clearwater Investment Trust SUBADVISORY AGREEMENTSubadvisory Agreement • February 28th, 2022 • Clearwater Investment Trust
This Subadvisory Agreement, made as of the 31st day of December, 2021 (the “Agreement”), by and among Clearwater Investment Trust (“Trust”), a Massachusetts business trust, Clearwater Management Co., Inc. (the “Manager”), a Minnesota corporation, and O’Shaughnessy Asset Management, LLC, a Delaware Limited Liability Company (the “Subadvisor”).
WITNESSETH:Subadvisory Contract • May 1st, 2007 • Clearwater Investment Trust • Minnesota
Clearwater Investment Trust SUBADVISORY AGREEMENTClearwater Investment Trust Subadvisory Agreement • February 28th, 2018 • Clearwater Investment Trust • Minnesota
This Subadvisory Agreement, made as of the 11th day of September, 2017 (the “Agreement”), by and among Clearwater Investment Trust (“Trust”), a Massachusetts business trust, Clearwater Management Co., Inc. (the “Manager”), a Minnesota corporation, and Cooke & Bieler, L.P., a Pennsylvania Limited Partnership (the “Subadvisor”).
INVESTMENT SUBADVISORY CONTRACT FOR THE CLEARWATER SELECT EQUITY FUND, A SERIES OF CLEARWATER INVESTMENT TRUSTClearwater Investment Trust • February 28th, 2022 • Minnesota
AGREEMENT made as of the 1st day of March, 2021, by and among CLEARWATER INVESTMENT TRUST, a Massachusetts business trust (the “Trust”), CLEARWATER MANAGEMENT CO., INC., a Minnesota corporation (the “Manager”), and PARAMETRIC PORTFOLIO ASSOCIATES LLC (the “Subadviser”).
Fiduciary Counselling, Inc. SUBADVISORY AGREEMENTSubadvisory Agreement • February 28th, 2024 • Clearwater Investment Trust
This Subadvisory Agreement, made as of the 30th day of September, 2023 (the “Agreement”), by and among Clearwater Investment Trust (“Trust”), a Massachusetts business trust, Clearwater Management Co., Inc. (the “Manager”), a Minnesota corporation, and Fiduciary Counselling, Inc, a Minnesota corporation (the “Subadvisor”).
INVESTMENT SUBADVISORY CONTRACT FOR THE CLEARWATER CORE EQUITY FUND, A SERIES OF CLEARWATER INVESTMENT TRUSTClearwater Investment Trust • February 28th, 2022 • Minnesota
AGREEMENT made as of the 1st day of March, 2021, by and among CLEARWATER INVESTMENT TRUST, a Massachusetts business trust (the “Trust”), CLEARWATER MANAGEMENT CO., INC., a Minnesota corporation (the “Manager”), and PARAMETRIC PORTFOLIO ASSOCIATES LLC (the “Subadviser”).
Clearwater Investment Trust SUBADVISORY AGREEMENTInvestment Trust Subadvisory Agreement • February 26th, 2020 • Clearwater Investment Trust • Minnesota
This Subadvisory Agreement, made as of the 12th day of September, 2019 (the “Agreement”), by and among Clearwater Investment Trust (“Trust”), a Massachusetts business trust, Clearwater Management Co., Inc. (the “Manager”), a Minnesota corporation, and LSV Asset Management, a Delaware general partnership (the “Subadvisor”).
INVESTMENT SUBADVISORY CONTRACT FOR THE CLEARWATER INTERNATIONAL FUND, A SERIES OF CLEARWATER INVESTMENT TRUSTClearwater Investment Trust • January 29th, 2009 • Minnesota
Exhibit (d)(15) MANAGEMENT CONTRACT AGREEMENT made as of the 24th day of January, 2009, by and between CLEARWATER INVESTMENT TRUST, a Massachusetts business trust (the "Trust"), and CLEARWATER MANAGEMENT CO., INC., a Minnesota corporation (the...Management Contract • January 29th, 2009 • Clearwater Investment Trust • Minnesota
AMENDMENT TO SUBADVISORY CONTRACT WHEREAS, Clearwater Investment Trust, on behalf of Clearwater Small Cap Fund, Kennedy Capital Management ("KCM") and Clearwater Management Co., Inc. ("CMC") are parties (the "Parties") to a Subadvisory Contract, dated...Subadvisory Contract • February 27th, 1998 • Clearwater Investment Trust
CLEARWATER INVESTMENT TRUST (a Massachusetts business trust) AMENDMENT NO. 1 TO THE SUBADVISORY CONTRACTThe Subadvisory Contract • April 27th, 2012 • Clearwater Investment Trust
This Amendment No. 1 (the “Amendment”) to the Subadvisory Contract by and between Clearwater Investment Trust, Clearwater Management Co., Inc. and Kennedy Capital Management (the “Agreement”) is effective April 30, 2012.
AMENDMENT NO. 2 TO THE SUBADVISORY AGREEMENTThe Subadvisory Agreement • April 29th, 2016 • Clearwater Investment Trust
This Amendment No. 2 to the Subadvisory Agreement by and between Clearwater Investment Trust (the "Trust"), Clearwater Management Co., Inc. (the "Manager") and AQR Capital Management, LLC (the "Subadvisor"), is made effective as of the 1st day of January 2016.
FORM N-SAR File No. 811-05038 Semi-Annual Period Ended June 30, 2017Clearwater Investment Trust • August 22nd, 2017
77Q1(e): (i) Investment Subadvisory Agreement, dated March 1, 2017, by and among Clearwater Investment Trust (the “Trust”), on behalf of the Clearwater Small Companies Fund, Clearwater Management Co., Inc. (the “Manager”) and Keeley-Teton Advisors, LLC (“Keeley-Teton”) is contained herein by reference to the Trust’s Post-Effective Amendment No. 50 to its Registration Statement, as filed with the Securities and Exchange Commission (“SEC”) on April 28, 2017 (SEC Accession No. 0000897101-17-000489).
CLEARWATER INVESTMENT TRUST (a Massachusetts business trust) AMENDMENT NO. 1 TO THE CUSTODY AGREEMENTThe Custody Agreement • April 27th, 2012 • Clearwater Investment Trust
This Amendment No. 1 (the “Amendment”) to the Custody Agreement between Clearwater Investment Trust and The Northern Trust Company (the “Agreement”) is effective April 30, 2012.
Column A - Agreements and Contracts AMENDMENT TO SUBADVISORY CONTRACTSubadvisory Contract • April 30th, 2019 • Clearwater Investment Trust
This Amendment ("Amendment") to the Subadvisory Contract, dated as of March 10, 2006 between Clearwater Investment Trust (the "Trust”), Clearwater Management Co., Inc. a Minnesota corporation (the "Manager") and Kennedy Capital Management, Inc. (the "Subadviser"), as amended prior to this Amendment (including all such prior amendments, all exhibits and other attachments thereto, the "Original Subadvisory Contract"), is made as of this 1st day of October, 2018.
SUBADVISORY AGREEMENTSubadvisory Agreement • February 28th, 2011 • Clearwater Investment Trust • Wisconsin
THIS SUBADVISORY AGREEMENT is entered into as of the 30th day of November 2010, by and among Clearwater Investment Trust, a Massachusetts business trust (the “Company”), Clearwater Management Co., Inc. (“Adviser”) and Heartland Advisors, Inc. (“Subadviser”).
CLEARWATER INVESTMENT TRUST (a Massachusetts business trust) AMENDMENT NO. 1 TO THE SUBADVISORY CONTRACTThe Subadvisory Contract • April 27th, 2012 • Clearwater Investment Trust
This Amendment No. 1 (the “Amendment”) to the Subadvisory Contract by and between Clearwater Investment Trust, Clearwater Management Co., Inc. and Osterweis Capital Management, LLC (the “Agreement”) is effective April 30, 2012.
CLEARWATER INVESTMENT TRUST (a Massachusetts business trust) AMENDMENT NO. 1 TO THE SUBADVISORY CONTRACTThe Subadvisory Contract • April 27th, 2012 • Clearwater Investment Trust
This Amendment No. 1 (the “Amendment”) to the Subadvisory Contract by and between Clearwater Investment Trust, Clearwater Management Co., Inc. and Keeley Asset Management Corp. (the “Agreement”) is effective April 30, 2012.
Fiduciary Counselling, Inc. SUBADVISORY AGREEMENTSubadvisory Agreement • August 26th, 2011 • Clearwater Investment Trust • Minnesota
This Subadvisory Agreement, made as of the [ ] day of [ ], 2011 (the “Agreement”), by and among Clearwater Investment Trust (“Trust”), a Massachusetts business trust, Clearwater Management Co., Inc. (the “Manager”), a Minnesota corporation, and Fiduciary Counselling, Inc, a Minnesota corporation (the “Subadvisor”).
Clearwater Investment Trust SUBADVISORY AGREEMENTSubadvisory Agreement • February 28th, 2024 • Clearwater Investment Trust
This Subadvisory Agreement, made as of the 18th day of May, 2023 (the “Agreement”), by and among Clearwater Investment Trust (“Trust”), a Massachusetts business trust, Clearwater Management Co., Inc. (the “Manager”), a Minnesota corporation, and MacKay Shields LLC, a Delaware limited liability company (the “Subadvisor”).
Column A - Agreements and Contracts Clearwater Investment Trust AMENDMENT NO. 3 TO THE SUBADVISORY AGREEMENTThe Subadvisory Agreement • April 30th, 2019 • Clearwater Investment Trust
This Amendment No. 3 to the Subadvisory Agreement by and between Clearwater Investment Trust (the “Trust”), Clearwater Management Co., Inc. (the “Manager”) and AQR Capital Management, LLC (the “Subadvisor”), is made effective as of the 7th day of December 2018.
Exhibit (d)(17) FORM OF AMENDMENT TO INVESTMENT COMPANY SERVICE AGREEMENT AGREEMENT between CLEARWATER INVESTMENT TRUST, a Massachusetts business trust ("Customer"), and Fiduciary Counselling, Inc., a Minnesota corporation ("FCI") . WHEREAS, Customer...Investment Company Service Agreement • October 30th, 2008 • Clearwater Investment Trust
Clearwater Investment Trust SUBADVISORY AGREEMENTSubadvisory Agreement • February 28th, 2022 • Clearwater Investment Trust
This Subadvisory Agreement, made as of the 5th day of November, 2021 (the “Agreement”), by and among Clearwater Investment Trust (“Trust”), a Massachusetts business trust, Clearwater Management Co., Inc. (the “Manager”), a Minnesota corporation, and Rice Hall James & Associates LLC, a Delaware limited liability company (the “Subadvisor”).
CLEARWATER INVESTMENT TRUST (a Massachusetts business trust) AMENDMENT NO. 1 TO THE TRANSFER AGENCY AND SERVICE AGREEMENTAnd Service Agreement • April 27th, 2012 • Clearwater Investment Trust
This Amendment No. 1 (the “Amendment”) to the Transfer Agency and Service Agreement between Clearwater Investment Trust and The Northern Trust Company (the “Agreement”) is effective April 30, 2012.
TRANSFER AGENCY AND SERVICE AGREEMENTTransfer Agency and Service Agreement • February 29th, 2012 • Clearwater Investment Trust • Illinois
AGREEMENT made as of this ____ day of ______, 20__, by and between CLEARWATER INVESTMENT TRUST, a business trust organized under the laws of the state of Massachusetts with its principal place of business at 30 East 7th Street, Suite 2000, St. Paul, Minnesota 55101-4930 (the “Trust”), acting on its own behalf and on behalf of each of its series listed in Schedule A, and THE NORTHERN TRUST COMPANY, a Illinois State Bank having its principal office and place of business at 50 South LaSalle, Chicago, Illinois 60675 (the “Transfer Agent”).
