Exhibit 4(a) INVESTMENT MANAGEMENT AGREEMENT ------------------------------- Agreement, made this 6/th/ day of December, 2000, between The Fulcrum Trust (the "Trust"), a Massachusetts business trust, and Allmerica Financial Investment Management...Investment Management Agreement • April 17th, 2001 • Fulcrum Trust • Massachusetts
Exhibit 7 CUSTODIAN AGREEMENTCustodian Agreement • April 28th, 2000 • Fulcrum Trust
ANDAgreement • April 17th, 2001 • Fulcrum Trust
EX. 9(b) INTERNATIONAL GROWTH PORTFOLIO PORTFOLIO MANAGER INVESTMENT AGREEMENT Agreement, made this 12th day of October, 1995, among The Palladian Trust (the "Trust"), a Massachusetts business trust; Palladian Advisors, Inc. (the "Manager"), a...Investment Agreement • August 31st, 1998 • Palladian Trust • California
ARTICLE III Prospectuses, Reports to Shareholders and Proxy Statements, Voting 6Participation Agreement • July 2nd, 1998 • Palladian Trust • Massachusetts
Exhibit 8(b) ADMINISTRATION SERVICES AGREEMENTAdministration Services Agreement • April 28th, 2000 • Fulcrum Trust • Massachusetts
SUBSTITUTION AGREEMENT Agreement, made this 11th day of February, 1998, by and among Palladian Advisors, Inc. ("PAI"), a Delaware corporation; Allmerica Investment Management Company, Inc. ("AIMCO"), a Massachusetts corporation; Fischer Francis Trees...Substitution Agreement • July 2nd, 1998 • Palladian Trust
CUSTODIAN AGREEMENTCustodian Agreement • August 31st, 1998 • Palladian Trust • Massachusetts
INVESTMENT MANAGEMENT AGREEMENT Agreement, made this 12th day of October, 1995, between The Palladian Trust (the "Trust"), a Massachusetts business trust, and Palladian Advisors, Inc. (the "Manager"), a Delaware corporation. WHEREAS, the Trust is a...Investment Management Agreement • January 26th, 1996 • Palladian Trust • California
AGREEMENT ANDAgreement And • January 26th, 1996 • Palladian Trust
EXHIBIT 4(d) GROWTH PORTFOLIO PORTFOLIO MANAGER AGREEMENT -------------------------------Manager Agreement • February 25th, 1999 • Fulcrum Trust • Massachusetts
EX. 9(e) VALUE PORTFOLIO PORTFOLIO MANAGER INVESTMENT AGREEMENTManager Investment Agreement • August 31st, 1998 • Palladian Trust • California
Exhibit 4(c) INTERNATIONAL GROWTH PORTFOLIO PORTFOLIO MANAGER AGREEMENT Agreement, made this 18th day of August, 2000, among The Fulcrum Trust (the "Trust"), a Massachusetts business trust; Allmerica Financial Investment Management Services, Inc. (the...Manager Agreement • April 17th, 2001 • Fulcrum Trust • Massachusetts
DOC 2Investment Management Agreement • May 1st, 1998 • Palladian Trust • Massachusetts
TRANSFER AGENCY AND SERVICE AGREEMENTTransfer Agency and Service Agreement • August 31st, 1998 • Palladian Trust • Massachusetts
Exhibit 4(d) GROWTH PORTFOLIO PORTFOLIO MANAGER AGREEMENT --------------------------- Agreement, made this January 8, 2001, among The Fulcrum Trust (the "Trust"), a Massachusetts business trust; Allmerica Financial Investment Management Services, Inc....Manager Agreement • April 17th, 2001 • Fulcrum Trust • Massachusetts
PORTFOLIO ADVISOR AGREEMENT Agreement, made this 12th day of October, 1995, among The Palladian Trust (the "Trust"), a Massachusetts business trust; and Palladian Advisors, Inc. (the "Manager"), a Delaware corporation; and Tremont Partners, Inc. (the...Portfolio Advisor Agreement • January 26th, 1996 • Palladian Trust • California
EXHIBIT 4(b) GLOBAL INTERACTIVE/TELECOMM PORTFOLIO PORTFOLIO MANAGER AGREEMENT ------------------------------- Agreement, made this 12th day of October, 1995, among The Palladian Trust (the "Trust"), a Massachusetts business trust; Palladian Advisors,...Fulcrum Trust • February 25th, 1999 • California
Exhibit 5(b) PORTFOLIO MANAGER AGREEMENT Agreement, made this 12th day of October, 1995, among The Palladian Trust (the "Trust"), a Massachusetts business trust; Palladian Advisors, Inc. (the "Manager"), a Delaware corporation; and __________________...Portfolio Manager Agreement • May 1st, 1998 • Palladian Trust • California
GLOBAL STRATEGIC INCOME PORTFOLIO PORTFOLIO MANAGER AGREEMENT Agreement, made this 11th day of April, 1998, among The Palladian Trust (the "Trust"), a Massachusetts business trust; Allmerica Investment Management Company, Inc. (the "Manager"), a...Global Strategic Income Portfolio Portfolio Manager Agreement Agreement • July 2nd, 1998 • Palladian Trust • Massachusetts
GROWTH PORTFOLIO PORTFOLIO MANAGER AGREEMENT Agreement, made this 1st day of August, 1998, among The Palladian Trust (the "Trust"), a Massachusetts business trust; Allmerica Financial Investment Management Services, Inc. (the "Manager"), a...Growth Portfolio Portfolio Manager Agreement Agreement • July 2nd, 1998 • Palladian Trust • Massachusetts
SHEA & GARDNER LETTERHEAD] January 26, 1996 Mr. H. Michael Schwartz President The Palladian Trust 4225 Executive Square Suite 355 La Jolla, CA 92037 Dear Mr. Schwartz: The Palladian Trust (the "Trust") is a Massachusetts business trust created under a...Palladian Trust • January 26th, 1996
The Palladian Trust (the "Trust") is a Massachusetts business trust created under a written Agreement and Declaration of Trust (the "Declaration") dated August 27, 1993, and filed with the Secretary of the Commonwealth of Massachusetts on September 8, 1993, pursuant to Chapter 182 of the General Laws of the Commonwealth of Massachusetts.
PORTFOLIO MANAGER AGREEMENT Agreement, made this __ day of _________, 1995, among The Palladian Trust (the "Trust"), a Massachusetts business trust; Palladian Advisors, Inc. (the "Manager"), a Delaware corporation; and ________________ (the "Portfolio...Portfolio Manager Agreement • January 26th, 1996 • Palladian Trust • California
Exhibit 8 (a) TRANSFER AGENCY AND SERVICE AGREEMENT AGREEMENT made as of the 1st day of April, 1999 by and between THE FULCRUM TRUST, a Massachusetts business trust (the "Company"), and INVESTORS BANK & TRUST COMPANY, a Massachusetts trust company...Agency and Service Agreement • April 28th, 2000 • Fulcrum Trust • Massachusetts
