Investment Advisor Agreement Sample Contracts
EX-10.24 30 dex1024.htm INVESTMENT ADVISOR AGREEMENT INVESTMENT ADVISOR AGREEMENTInvestment Advisor Agreement • May 5th, 2020 • Illinois
This INVESTMENT ADVISOR AGREEMENT (the “Agreement”) is effective as of July 1, 2010 by and between NORTHERN TRUST INVESTMENTS, N.A., a national banking association, (“NTI”), and COLUMBUS CIRCLE INVESTORS (the “Advisor”).
ADVISOR AGREEMENT -----------------Investment Advisor Agreement • April 24th, 2003 • American Bar Association Members State Street Collective Tr • Investors, nec
INVESTMENT ADVISOR AGREEMENTInvestment Advisor Agreement • December 28th, 2009 • American Bar Association Members State Street Collective Tr • Investors, nec • New Hampshire
This INVESTMENT ADVISOR AGREEMENT (the “Agreement”) is effective as of January 19, 2010 by and between STATE STREET BANK AND TRUST COMPANY OF NEW HAMPSHIRE, a trust company organized under the laws of the State of New Hampshire (“State Street”), and Columbus Circle Investors (the “Advisor”).
INVESTMENT ADVISOR AGREEMENTInvestment Advisor Agreement • October 4th, 2006 • American Bar Association Members State Street Collective Tr • Investors, nec • Massachusetts
This INVESTMENT ADVISOR AGREEMENT (the “Agreement”) is effective as of November 1, 2006 by and between STATE STREET BANK AND TRUST COMPANY OF NEW HAMPSHIRE, a trust company organized under the laws of the State of New Hampshire (“State Street”), and Wellington Management Company, LLP, a Massachusetts limited liability partnership (the “Advisor”).
THIS AGREEMENT is made the day of 20 between:-Investment Advisor Agreement • February 24th, 2010
Letterhead of State Street Bank and Trust Company] ACKNOWLEDGMENT OF ASSIGNMENTInvestment Advisor Agreement • March 11th, 2005 • American Bar Association Members State Street Collective Tr • Investors, nec
Letterhead of State Street Bank and Trust Company] ACKNOWLEDGMENT OF ASSIGNMENTInvestment Advisor Agreement • March 11th, 2005 • American Bar Association Members State Street Collective Tr • Investors, nec
EXHIBIT: Item 23(d) INVESTMENT ADVISOR AGREEMENTInvestment Advisor Agreement • May 30th, 2002 • Freedom Asset Management Capital Series • Texas
This Investment Advisor Agreement (the “Agreement”) is entered into by and between Freedom Asset Management Corporation of America, a Texas corporation (the “Investment Advisor”) and Freedom Asset Management Capital Series (the “Client”), on this 15th day of October 2001. 1. Account Management: The Client is opening a discretionary advisory account (the “Account”) with the Investment Advisor to purchase, sell, or otherwise distribute securities or investments held in the Account on behalf of the Client. Such securities may include, but are not limited to, common or preferred stock, controvertible stock or bonds, options, warrants, rights, corporate, municipal, or government bonds, and notes or bills. The Investment Advisor shall decide which securities to sell, including the price, quantity, and time of sale. The Investment Advisor shall provide the Client with a monthly Account statement comparing the Client’s account against the Dow Jones World Index, Wilshire 5000 and/or S&P 500.
Letterhead of State Street Bank and Trust Company] ACKNOWLEDGMENT OF ASSIGNMENTInvestment Advisor Agreement • March 11th, 2005 • American Bar Association Members State Street Collective Tr • Investors, nec
INVESTMENT ADVISOR AGREEMENT BUCKHEAD CAPITAL MANAGEMENT, LLCInvestment Advisor Agreement • August 13th, 2024
The undersigned ("Client") hereby engages Buckhead Capital Management, LLC ("BCM") to provide investment advisory services to Client upon the ten11S and conditions set forth below (the "Agreement"):
Letterhead of State Street Bank and Trust Company] ACKNOWLEDGMENT OF ASSIGNMENTInvestment Advisor Agreement • March 11th, 2005 • American Bar Association Members State Street Collective Tr • Investors, nec
INVESTMENT ADVISOR AGREEMENTInvestment Advisor Agreement • December 10th, 2010 • American Bar Association Members / Northern Trust Collective Tr • Investors, nec • Illinois
This INVESTMENT ADVISOR AGREEMENT (the “Agreement”) is effective as of December 8, 2010 by and between NORTHERN TRUST INVESTMENTS, N.A., a national banking association, (“NTI”), and GALLIARD CAPITAL MANAGEMENT, INC. (the “Advisor”).
Terms of Agreement between the State of Alaska,Investment Advisor Agreement • June 13th, 2023
This agreement is entered into between the Alaska Permanent Fund Corporation (“APFC”) and xxxxxxxxxxxxxx (“Appointee”) regarding a position as an Investment Advisor pursuant to the terms and conditions set out herein.
INVESTMENT ADVISOR AGREEMENT MULTIPLE EMPLOYER OPEB/PENSION 115 TRUSTInvestment Advisor Agreement • May 27th, 2025 • California
This agreement (“Agreement”) is entered into between Shuster Advisory Group, LLC (“SHUSTER”), a California limited liability company, and City of San Pablo (“EMPLOYER”) as further identified on Appendix A., as the responsible plan fiduciary for the Plan(s) as further identified in Appendix A, desires to engage SHUSTER to provide the services described in this Agreement according to the terms of this Agreement.
Letterhead of State Street Bank and Trust Company] ACKNOWLEDGMENT OF ASSIGNMENTInvestment Advisor Agreement • March 11th, 2005 • American Bar Association Members State Street Collective Tr • Investors, nec
INVESTMENT ADVISOR AGREEMENT MULTIPLE EMPLOYER OPEB/PENSION 115 TRUSTInvestment Advisor Agreement • May 27th, 2025 • California
This agreement (“Agreement”) is entered into between Shuster Advisory Group, LLC (“SHUSTER”), a California limited liability company, and City of San Pablo (“EMPLOYER”) as further identified on Appendix A., as the responsible plan fiduciary for the Plan(s) as further identified in Appendix A, desires to engage SHUSTER to provide the services described in this Agreement according to the terms of this Agreement.
EX-10.31 6 d235748dex1031.htm INVESTMENT ADVISOR AGREEMENT Wellington Trust Company, NA Investment Agreement For Collective Investment FundsInvestment Advisor Agreement • May 5th, 2020
Investment Agreement dated as of the day of , 20 by and between Northern Trust Investments, Inc. as directed trustee (the “Directed Trustee”) on behalf of the Alternative Alpha Fund of the American Bar Association Members/Northern Trust Collective Trust by Northern Trust Investments, Inc. as trustee (the “Participating Trust”) and Wellington Trust Company, National Association (“Wellington Trust” or the “Trustee”), as trustee of the Wellington Trust Multiple Collective Investment Funds Trust II (the “Collective Investment Funds Trust”), a group trust established pursuant to the Amended and Restated Plan and Declaration of Trust, dated June 15, 1999, and most recently amended and restated as of September 1, 2010 (the “Amended and Restated Plan and Declaration of Trust”), which is attached hereto as Exhibit A. By execution of this Investment Agreement, the Participating Trust and the Trustee hereby agree to the following terms and conditions with respect to the investment of assets of th
AMENDMENT TO INVESTMENT ADVISOR AGREEMENTInvestment Advisor Agreement • August 6th, 2004 • American Bar Association Members State Street Collective Tr • Investors, nec
This Amendment to Investment Advisor Agreement (“Amendment”) is entered into this 16th day of July, 2004, by and between State Street Bank and Trust Company, a trust company organized under the laws of the Commonwealth of Massachusetts (“State Street”), and Pacific Investment Management Company LLC, a Delaware limited liability company (the “Advisor”), with reference to the following facts:
Letterhead of State Street Bank and Trust Company] ACKNOWLEDGMENT OF ASSIGNMENTInvestment Advisor Agreement • March 11th, 2005 • American Bar Association Members State Street Collective Tr • Investors, nec
Exhibit 77Q1(e) Form of Investment Advisor Agreement Among John Hancock Variable Series Trust I and John Hancock Life Insurance Company is incorporated by reference to PEA No. 30 to this File No. 33-2081, Filed on February 21, 2001. Form of...Investment Advisor Agreement • August 29th, 2001 • Hancock John Variable Series Trust I
Form of Investment Advisor Agreement Among John Hancock Variable Series Trust I and John Hancock Life Insurance Company is incorporated by reference to PEA No. 30 to this File No. 33-2081, Filed on February 21, 2001.
Letterhead of Pacific Investment Management Company LLC] March 1, 2004Investment Advisor Agreement • March 16th, 2004 • American Bar Association Members State Street Collective Tr • Investors, nec
In connection with the Investment Advisor Agreement dated July 1, 2002 (the “Agreement”), by and between State Street Bank and Trust Company (“State Street”) for the Intermediate Bond Equity Fund (the “Fund”) established under the American Bar Association Members/State Street Collective Trust (the “Collective Trust”), and Pacific Investment Management Company LLC (“Manager”), State Street and Manager agree to and acknowledge the following:
Investment Advisor AgreementInvestment Advisor Agreement • August 14th, 2018
PLEASE READ THIS AGREEMENT CAREFULLY and retain it for future reference. Please note that the terms and conditions contained herein are subject to change as may be communicated.
Letterhead of State Street Bank and Trust Company] ACKNOWLEDGMENT OF ASSIGNMENTInvestment Advisor Agreement • March 11th, 2005 • American Bar Association Members State Street Collective Tr • Investors, nec
INVESTMENT ADVISOR AGREEMENTInvestment Advisor Agreement • July 18th, 2023 • New Jersey
This Agreement is made this day of , 202 (the “Agreement”), by and between [NAME OF ADVISOR] (the “Advisor”), a [ ] company, and the BOARD OF TRUSTEES OF THE POLICE AND FIREMEN’S RETIREMENT SYSTEM OF NEW
Letterhead of State Street Bank and Trust Company] ACKNOWLEDGMENT OF ASSIGNMENTInvestment Advisor Agreement • March 11th, 2005 • American Bar Association Members State Street Collective Tr • Investors, nec
Letterhead of State Street Bank and Trust Company] ACKNOWLEDGMENT OF ASSIGNMENTInvestment Advisor Agreement • March 11th, 2005 • American Bar Association Members State Street Collective Tr • Investors, nec
Letterhead of State Street Bank and Trust Company] ACKNOWLEDGMENT OF ASSIGNMENTInvestment Advisor Agreement • March 11th, 2005 • American Bar Association Members State Street Collective Tr • Investors, nec
This is to notify you that effective December 1, 2004, State Street Bank and Trust Company (“State Street”) will be replaced as trustee of the Trust by State Street Bank and Trust Company of New Hampshire, a New Hampshire Trust Company and wholly-owned subsidiary of State Street (“State Street Trust Company”).
AMENDMENT #2 FOR INVESTMENT MANAGEMENT SERVICES RFP #18-002Investment Advisor Agreement • July 26th, 2021
This Amendment #2, dated July 26, 2021 is between WASHOE COUNTY SCHOOL DISTRICT (“WCSD”) and BUCKHEAD CAPITAL MANAGEMENT, LLC (“BCM”). WCSD and BCM entered into a certain agreement titled INVESTMENT ADVISOR AGREEMENT, RFP #18-002, dated AUGUST 15, 2018, as amended
INVESTMENT ADVISOR AGREEMENT MULTIPLE EMPLOYER OPEB/PENSION 115 TRUSTInvestment Advisor Agreement • August 31st, 2023 • California
This agreement (“Agreement”) is entered into between Shuster Advisory Group, LLC (“SHUSTER”), a California limited liability company, and City of Indian Wells (“EMPLOYER”) as further identified on Appendix A., as the responsible plan fiduciary for the plans as further identified in Appendix A, desires to engage SHUSTER to provide the services described in this Agreement according to the terms of this Agreement.
Letterhead of Pacific Investment Management Company LLC] March 1, 2004Investment Advisor Agreement • March 16th, 2004 • American Bar Association Members State Street Collective Tr • Investors, nec
In connection with the Investment Advisor Agreement dated effective as of June 1, 2004 (the “Agreement”), by and between State Street Bank and Trust Company (“State Street”) for the Balanced Fund (the “Fund”), established under the American Bar Association Members/State Street Collective Trust, and Pacific Investment Management Company LLC (“Manager”), and in addition to those terms and conditions stated therein, State Street and Manager further agree to the following: