AMENDED AND RESTATED CUSTODY AGREEMENTCustody Agreement • December 28th, 2017 • Shelton Funds • Minnesota
THIS AMENDED AND RESTATED AGREEMENT is made and entered into as of this 12 day of December, 2017, by and between Shelton Funds, a Massachusetts business trust (the “Trust”), and U.S. Bank National Association, a national banking association organized and existing under the laws of the United States of America (the “Custodian”).
FUND SERVICES AGREEMENT between Shelton Funds Trust and Shelton Greater China Fund Trust andFund Services Agreement • December 28th, 2017 • Shelton Funds • Nebraska
THIS FUND SERVICES AGREEMENT (this “Agreement”) is effective as of the 21st day of March, 2014, by and between GEMINI FUND SERVICES, LLC, a Nebraska limited liability company having its principal office and place of business at 17605 Wright Street, Omaha, Nebraska 68130 (“GFS”), SHELTON FUNDS TRUST, a Delaware statutory trust having its principal office and place of business at 44 Montgomery Street, Suite 2100, San Francisco, California 94104 (the “Shelton Funds Trust”), and SHELTON GREATER CHINA FUND TRUST, a Massachusetts business trust having its principal office and place of business at 44 Montgomery Street, Suite 2100, San Francisco, California 94104 (the “China Fund Trust”; and together with the Shelton Funds Trust, the “Fund Family” and each a “Trust”). For convenience of drafting the term “Trust” when used herein shall refer to each of the Trusts in its separate legal capacity with the effect that any obligation of a “Trust” will be the separate legal obligation of both the She
GREEN ALPHA ADVISORS, LLC DISCRETIONARY SUB-ADVISORY AGREEMENTGreen Alpha Advisors • December 28th, 2017 • Shelton Funds • California
THIS AGREEMENT (this “Agreement”), is made and entered into as of February 14, 2013, and shall be effective as of March 8, 2013, by and between CCM Partners, L.P., a company incorporated and existing under the laws of California whose principal place of business is at 44 Montgomery Street, Suite 2100, San Francisco, California (“you” or the “Advisor”), and Green Alpha Advisors, LLC., a company incorporated and existing under the laws of Colorado whose principal place of business is at 1906 13th Street Suite 302, Boulder, Colorado (“we,” “us,” “our” or the “Sub-Advisor”).
INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • December 28th, 2017 • Shelton Funds • California
This Investment Advisory Agreement (the “Agreement”) is made as of February 14, 2013, and shall be effective as of March 8, 2013, by and between the Shelton Funds, a Delaware business trust (the “Trust”) and CCM Partners, a limited partnership organized and existing under the laws of the State of California (the “Advisor”).
Amendment To the Underwriting Agreement Dated January 1, 2007 By and between California Investment Trust and RFS Partners (as amended through the date hereof, the “Agreement”)Underwriting Agreement • December 28th, 2017 • Shelton Funds • Colorado
THIS AMENDMENT is made as of November 10, 2011 (the “Amendment”) by and between the California Investment Trust (the “Trust”), on behalf of each of the series thereof (the “Funds”), and RFS Partners (“Distributor” and together with the Funds, the “Parties”).
