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
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
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...Custody and Investment Accounting Agreement • May 1st, 2007 • Clearwater Investment Trust
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.
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”).
WITNESSETH:Subadvisory Contract • May 1st, 2007 • Clearwater Investment Trust • Minnesota
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 SELECT EQUITY FUND, A SERIES OF CLEARWATER INVESTMENT TRUSTInvestment Subadvisory Contract • February 28th, 2022 • Clearwater Investment Trust • 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”).
INVESTMENT SUBADVISORY CONTRACT FOR THE CLEARWATER CORE EQUITY FUND, A SERIES OF CLEARWATER INVESTMENT TRUSTInvestment Subadvisory Contract • February 28th, 2022 • Clearwater Investment Trust • 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”).
Exhibit (h)(5) CLEARWATER INVESTMENT TRUST FUND ADMINISTRATION AND ACCOUNTING SERVICES AGREEMENT THE NORTHERN TRUST COMPANY January 28, 2009 TABLE OF CONTENTSFund Administration and Accounting Services Agreement • January 29th, 2009 • Clearwater Investment Trust • Illinois
AMENDMENT TO INVESTMENT COMPANY SERVICE AGREEMENT BETWEEN CLEARWATER INVESTMENT TRUST AND FIDUCIARY COUNSELLING, INC. January 24, 2009Investment Company Service Agreement • January 29th, 2009 • Clearwater Investment Trust
INVESTMENT SUBADVISORY CONTRACT FOR THE CLEARWATER INTERNATIONAL FUND, A SERIES OF CLEARWATER INVESTMENT TRUSTInvestment Subadvisory Contract • January 29th, 2009 • Clearwater Investment Trust • 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
CLEARWATER INVESTMENT TRUST (a Massachusetts business trust) AMENDMENT NO. 1 TO THE SUBADVISORY CONTRACTSubadvisory 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 AGREEMENTSubadvisory 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, 2017Investment Subadvisory Agreement • August 22nd, 2017 • Clearwater Investment Trust
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).
FORM OF SUBADVISORY CONTRACTSubadvisory Contract • April 29th, 2010 • Clearwater Investment Trust • Minnesota
AGREEMENT made as of the 17th day of April 2010, by and among CLEARWATER INVESTMENT TRUST, a Massachusetts business trust (the "Trust"), CLEARWATER MANAGEMENT CO., INC., a Minnesota corporation (the "Manager"), and KEELEY ASSET MANAGEMENT CORP., an Illinois corporation (the "Subadviser").
CLEARWATER INVESTMENT TRUST (a Massachusetts business trust) AMENDMENT NO. 1 TO THE CUSTODY AGREEMENTCustody 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 CONTRACTSubadvisory 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 CONTRACTSubadvisory 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”).
Column A - Agreements and Contracts Clearwater Investment Trust AMENDMENT NO. 3 TO THE SUBADVISORY AGREEMENTSubadvisory 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.
CLEARWATER INVESTMENT TRUST (a Massachusetts business trust) AMENDMENT NO. 1 TO THE TRANSFER AGENCY AND SERVICE AGREEMENTTransfer Agency and 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”).
INVESTMENT SUBADVISORY CONTRACT FOR THE CLEARWATER INTERNATIONAL FUND, A SERIES OF CLEARWATER INVESTMENT TRUSTInvestment Subadvisory Contract • April 30th, 2014 • Clearwater Investment Trust • Minnesota
AGREEMENT made as of March 12, 2014, by and among CLEARWATER INVESTMENT TRUST, a Massachusetts business trust (the “Trust”), CLEARWATER MANAGEMENT CO., INC., a Minnesota corporation (the “Manager”), and ARTISAN PARTNERS LIMITED PARTNERSHIP, (the “Subadviser”).
Amendment Number One To Subadvisory Agreement Between Clearwater Investment Trust; Clearwater Management Co., Inc; and Sit Fixed Income Advisers II, LLCSubadvisory Agreement • February 26th, 2020 • Clearwater Investment Trust
This Amendment No. 1, dated as of November 1, 2019, by and among CLEARWATER INVESTMENT TRUST (the “Trust”), CLEARWATER MANAGEMENT CO., INC. (the “Manager”), and SIT FIXED INCOME ADVISORS II, LLC (the “Subadviser”) is made to the Subadvisory Agreement dated as of September 1, 2013 (the “Agreement”). Terms defined in the Agreement are used herein as therein defined.
Clearwater Investment Trust AMENDMENT NO. 1 TO THE SUBADVISORY CONTRACTSubadvisory Contract • February 26th, 2020 • Clearwater Investment Trust
This Amendment No. 1 to the Subadvisory Contract by and between Clearwater Investment Trust (the “Trust”), Clearwater Management Co., Inc. (the “Manager”) and Parametric Portfolio Associates LLC (the “Subadviser”) on behalf of the Clearwater Core Equity Fund (the “Fund”), is made effective as of January 1, 2020.
Clearwater Investment Trust AMENDMENT NO. 5 TO THE SUBADVISORY AGREEMENTSubadvisory Agreement • April 27th, 2023 • Clearwater Investment Trust
This Amendment No. 5 to the Subadvisory Agreement by and among Clearwater Investment Trust (the “Trust”), Clearwater Management Co., Inc. (the “Manager”) and AQR Capital Management, LLC (the “Subadvisor”) with respect to the Clearwater Core Equity Fund (the “Fund”), is made effective as of the 3rd day of March 2023.
CLEARWATER INVESTMENT TRUST (a Massachusetts business trust) AMENDMENT NO. 1 TO THE SUBADVISORY CONTRACTSubadvisory 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 Heartland Advisors, Inc. (the “Agreement”) is effective April 30, 2012.
Clearwater Investment Trust AMENDMENT NO. 1 TO THE SUBADVISORY AGREEMENTSubadvisory Agreement • April 29th, 2016 • Clearwater Investment Trust
This Amendment No. 1 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 July 2015.
FORM N-SAR File No. 811-05038 Semi-Annual Period Ended June 30, 2015Subadvisory Agreement • August 26th, 2015 • Clearwater Investment Trust • Minnesota
77Q1(e): (i) Subadvisory Agreement, dated February 3, 2015, by and among Clearwater Investment Trust (the “Trust”), on behalf of the Clearwater Core Equity Fund, Clearwater Management Co., Inc. (the “Manager”) and AQR Capital Management, LLC is contained herein by reference to the Trust’s Post-Effective Amendment No. 42 to its Registration Statement, as filed with the Securities and Exchange Commission (the “SEC”) on February 27, 2015 (SEC Accession No. 0000897101-15-000255).
MANAGEMENT CONTRACTManagement Contract • August 26th, 2011 • Clearwater Investment Trust • Minnesota
AGREEMENT made as of the [ ] day of [ ], 2011, by and between CLEARWATER INVESTMENT TRUST, a Massachusetts business trust (the “Trust”), and CLEARWATER MANAGEMENT CO., INC., a Minnesota corporation (the “Manager”).
CLEARWATER INVESTMENT TRUST (a Massachusetts business trust) AMENDMENT NO. 1 TO THE FUND ADMINISTRATION AND ACCOUNTING SERVICES AGREEMENTFund Administration and Accounting Services Agreement • April 27th, 2012 • Clearwater Investment Trust
This Amendment No. 1 (the “Amendment”) to the Fund Administration and Accounting Services Agreement between Clearwater Investment Trust and The Northern Trust Company (the “Agreement”) is effective April 30, 2012.
