Investment Advisor Agreement Sample Contracts

Redwood Mortgage Investors IX – Form of Selected Investment Advisor Agreement (November 10th, 2016)

THIS SELECTED INVESTMENT ADVISOR AGREEMENT (the "Agreement") is made and entered into as of the day indicated on Exhibit A attached hereto and by this reference incorporated herein, by and among REDWOOD MORTGAGE INVESTORS IX, LLC, a Delaware limited liability company (the "Company") and the selected investment advisor (the "SIA") identified in Exhibit A hereto.

American Bar Association Members / Northern Trust Collective Tr – Investment Advisor Agreement (October 25th, 2013)

This INVESTMENT ADVISOR AGREEMENT (the Agreement) is effective as of October 22, 2013 by and between NORTHERN TRUST INVESTMENTS, INC., an Illinois banking corporation, (NTI), and Aristotle Capital Management, LLC (the Advisor).

American Bar Association Members / Northern Trust Collective Tr – Investment Advisor Agreement (October 1st, 2013)

This INVESTMENT ADVISOR AGREEMENT (the Agreement) is effective as of September 26, 2013 by and between NORTHERN TRUST INVESTMENTS, INC., an Illinois banking corporation, (NTI), and Lee Munder Capital Group, LLC (the Advisor).

American Bar Association Members / Northern Trust Collective Tr – Investment Advisor Agreement (March 14th, 2013)

This INVESTMENT ADVISOR AGREEMENT (the Agreement) is effective as of February 20, 2013 by and between NORTHERN TRUST INVESTMENTS, INC., an Illinois banking corporation, (NTI), and Cortina Asset Management, LLC (the Advisor).

Mds Energy Public 2013-A Lp – Form of Selected Investment Advisor Agreement (January 25th, 2013)

THIS SELECTED INVESTMENT ADVISOR AGREEMENT (the Agreement) is made and entered into as of the date indicated on Exhibit A attached hereto, and by this reference incorporated herein, by and between MDS Securities, LLC, a Pennsylvania limited liability company (MDS Securities or the Dealer-Manager), and the selected investment advisor (the SIA) identified in Exhibit A hereto.

American Bar Association Members / Northern Trust Collective Tr – Investment Advisor Agreement (June 14th, 2012)

This INVESTMENT ADVISOR AGREEMENT (the Agreement) is effective as of May 30, 2012 by and between NORTHERN TRUST INVESTMENTS, INC., an Illinois banking corporation, (NTI), and William Blair & Company, L.L.C. (the Advisor).

Mds Energy Public 2013-A Lp – Form of Selected Investment Advisor Agreement (June 8th, 2012)

THIS SELECTED INVESTMENT ADVISOR AGREEMENT (the Agreement) is made and entered into as of the date indicated on Exhibit A attached hereto, and by this reference incorporated herein, by and between MDS Securities, LLC, a Pennsylvania limited liability company (MDS Securities or the Dealer-Manager), and the selected investment advisor (the SIA) identified in Exhibit A hereto.

American Bar Association Members / Northern Trust Collective Tr – Investment Advisor Agreement (May 1st, 2012)

This INVESTMENT ADVISOR AGREEMENT (the Agreement) is effective as of April 25, 2012 by and between NORTHERN TRUST INVESTMENTS, INC., an Illinois banking corporation, (NTI), and American Century Investment Management Inc. (the Advisor).

American Bar Association Members / Northern Trust Collective Tr – Investment Advisor Agreement (April 21st, 2011)

This INVESTMENT ADVISOR AGREEMENT (the Agreement) is effective as of April 20, 2011 by and between NORTHERN TRUST INVESTMENTS, N.A., a national banking association, (NTI), and Lombardia Capital Partners LLC (the Advisor).

Corporate Property Associates 17 - Global INC – Form of Selected Investment Advisor Agreement (March 24th, 2011)

THIS SELECTED INVESTMENT ADVISOR AGREEMENT (the Agreement) is made and entered into as of the day indicated on Exhibit A attached hereto and by this reference incorporated herein, by and among CORPORATE PROPERTY ASSOCIATES 17 GLOBAL INCORPORATED, a Maryland corporation (the Company), CAREY FINANCIAL, LLC, a Delaware limited liability company (the Dealer Manager), and the selected investment advisor (the SIA) identified in Exhibit A hereto.

American Bar Association Members / Northern Trust Collective Tr – Investment Advisor Agreement (December 10th, 2010)

This INVESTMENT ADVISOR AGREEMENT (the Agreement) is effective as of December 8, 2010, 2010 by and between NORTHERN TRUST INVESTMENTS, N.A., a national banking association, (NTI), and Jennison Associates LLC (the Advisor).

American Bar Association Members / Northern Trust Collective Tr – Investment Advisor Agreement (December 10th, 2010)

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).

American Bar Association Members / Northern Trust Collective Tr – Investment Advisor Agreement (December 10th, 2010)

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 Pacific Investment Management Company LLC (the Advisor).

American Bar Association Members / Northern Trust Collective Tr – Investment Advisor Agreement (December 10th, 2010)

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).

American Bar Association Members / Northern Trust Collective Tr – Investment Advisor Agreement (July 1st, 2010)

This INVESTMENT ADVISOR AGREEMENT (the Agreement) is effective as of June 23, 2010 by and between NORTHERN TRUST INVESTMENTS, N.A., a national banking association, (NTI), and Frontier Capital Management Co., LLC (the Advisor).

American Bar Association Members / Northern Trust Collective Tr – Investment Advisor Agreement (July 1st, 2010)

This INVESTMENT ADVISOR AGREEMENT (the Agreement) is effective as of June 21, 2010 by and between NORTHERN TRUST INVESTMENTS, N.A., a national banking association, (NTI), and EAGLE GLOBAL ADVISORS LLC (the Advisor).

American Bar Association Members / Northern Trust Collective Tr – Investment Advisor Agreement (July 1st, 2010)

This INVESTMENT ADVISOR AGREEMENT (the Agreement) is effective as of June 30, 2010 by and between NORTHERN TRUST INVESTMENTS, N.A., a national banking association, (NTI), and Pacific Investment Management Company LLC (the Advisor).

American Bar Association Members / Northern Trust Collective Tr – Investment Advisor Agreement (July 1st, 2010)

This INVESTMENT ADVISOR AGREEMENT (the Agreement) is effective as of June 22, 2010 by and between NORTHERN TRUST INVESTMENTS, N.A., a national banking association, (NTI), and LSV ASSET MANAGEMENT (the Advisor).

American Bar Association Members / Northern Trust Collective Tr – Investment Advisor Agreement (July 1st, 2010)

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 DENVER INVESTMENT ADVISORS LLC, dba Denver Investments (the Advisor).

American Bar Association Members / Northern Trust Collective Tr – Investment Advisor Agreement (July 1st, 2010)

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 Allianz Global Investors Capital LLC (the Advisor).

American Bar Association Members / Northern Trust Collective Tr – Investment Advisor Agreement (July 1st, 2010)

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 Jennison Associates LLC (the Advisor).

American Bar Association Members / Northern Trust Collective Tr – Investment Advisor Agreement (July 1st, 2010)

This INVESTMENT ADVISOR AGREEMENT (the Agreement) is effective as of 1 July, 2010 by and between NORTHERN TRUST INVESTMENTS, N.A., a national banking association, (NTI), and FIRST STATE INVESTMENTS INTERNATIONAL LIMITED, a company registered in Scotland with registered number SC079063 with its registered office at 23 St Andrew Square Edinburgh Scotland EH2 1BB (the Advisor).

American Bar Association Members / Northern Trust Collective Tr – Investment Advisor Agreement (July 1st, 2010)

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 DELAWARE INVESTMENT ADVISERS, a series of Delaware Management Business Trust (the Advisor).

American Bar Association Members / Northern Trust Collective Tr – Investment Advisor Agreement (July 1st, 2010)

This INVESTMENT ADVISOR AGREEMENT (the Agreement) is effective as of June 21, 2010 by and between NORTHERN TRUST INVESTMENTS, N.A., a national banking association, (NTI), and RIVERBRIDGE PARTNERS LLC (the Advisor).

American Bar Association Members / Northern Trust Collective Tr – Investment Advisor Agreement (July 1st, 2010)

This INVESTMENT ADVISOR AGREEMENT (the Agreement) is effective as of June 22, 2010 by and between NORTHERN TRUST INVESTMENTS, N.A., a national banking association, (NTI), and LSV ASSET MANAGEMENT (the Advisor).

American Bar Association Members / Northern Trust Collective Tr – Investment Advisor Agreement (July 1st, 2010)

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 SYSTEMATIC FINANCIAL MANAGEMENT LP (the Advisor).

American Bar Association Members / Northern Trust Collective Tr – Investment Advisor Agreement (July 1st, 2010)

This INVESTMENT ADVISOR AGREEMENT (the Agreement) is effective as of June 23, 2010 by and between NORTHERN TRUST INVESTMENTS, N.A., a national banking association, (NTI), and C.S. McKee, L.P. (the Advisor).

American Bar Association Members / Northern Trust Collective Tr – Investment Advisor Agreement (July 1st, 2010)

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 TCW INVESTMENT MANAGEMENT COMPANY, a California corporation (the Advisor).

American Bar Association Members / Northern Trust Collective Tr – Investment Advisor Agreement (July 1st, 2010)

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 MARTIN CURRIE INC. (the Advisor).

American Bar Association Members / Northern Trust Collective Tr – Investment Advisor Agreement (July 1st, 2010)

This INVESTMENT ADVISOR AGREEMENT (the Agreement) is effective as of June 21, 2010 by and between NORTHERN TRUST INVESTMENTS, N.A., a national banking association, (NTI), and ALTRINSIC GLOBAL ADVISORS, LLC (the Advisor).

American Bar Association Members / Northern Trust Collective Tr – Investment Advisor Agreement (July 1st, 2010)

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).

American Bar Association Members / Northern Trust Collective Tr – Investment Advisor Agreement (December 28th, 2009)

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).

American Bar Association Members / Northern Trust Collective Tr – Investment Advisor Agreement (December 28th, 2009)

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 LSV ASSET MANAGEMENT (the Advisor).

American Bar Association Members / Northern Trust Collective Tr – Investment Advisor Agreement (December 28th, 2009)

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 DELAWARE INVESTMENT ADVISERS, a series of Delaware Management Business Trust (the Advisor).

American Bar Association Members / Northern Trust Collective Tr – Investment Advisor Agreement (July 7th, 2009)

This INVESTMENT ADVISOR AGREEMENT (the Agreement) is effective as of July 6, 2009 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 SYSTEMATIC FINANCIAL MANAGEMENT, L.P. (the Advisor).