Standard Contracts
DISTRIBUTION AGREEMENTDistribution Agreement • October 30th, 2020 • First Western Funds Trust • Ohio
Contract Type FiledOctober 30th, 2020 Company JurisdictionThis Agreement made as of February 1, 2019 by and among The First Western Funds Trust (the “Trust”), an Ohio business trust, First Western Capital Management Company, a Colorado Corporation ("Adviser"), and Ultimus Fund Distributors, LLC, an Ohio limited liability company (“Distributor”).
INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • October 30th, 2020 • First Western Funds Trust • Ohio
Contract Type FiledOctober 30th, 2020 Company JurisdictionTHIS AGREEMENT made as of the __ day of October, 2020 by and between Oakhurst Advisors, LLC (the “Investment Adviser”), a Delaware limited liability company, and Oakhurst Funds Trust (the “Trust”), an Ohio business trust.
SUB-ADVISORY AGREEMENT AMONG OAKHURST ADVISORS, LLC, OAKHURST CAPITAL MANAGEMENT, LLC AND F/M FUNDS TRUSTSub-Advisory Agreement • October 30th, 2020 • First Western Funds Trust • Delaware
Contract Type FiledOctober 30th, 2020 Company JurisdictionTHIS SUB-ADVISORY AGREEMENT (the “Agreement”), dated as of December __, 2020, is entered into by and among Oakhurst Advisors, LLC, a Delaware limited liability company, with its principal office and place of business at 1875 Century Park East, Suite 960, Los Angeles, CA 90067 (the “Adviser”), Oakhurst Capital Management, LLC, a Delaware limited liability company, with its principal office and place of business at 3050 K Street NW, Suite W-170, Washington, DC 20007 (the “Sub-Adviser”) and F/m Funds Trust, an Ohio business trust, with its principal office at 225 Pictoria Drive, Suite 450, Cincinnati, OH 45246 (the “Trust”).
EXPENSE LIMITATION AGREEMENT OAKHURST ADVISORS, LLC 1875 Century Park East, Suite 960 Los Angeles, California 90067Expense Limitation Agreement • October 30th, 2020 • First Western Funds Trust • Ohio
Contract Type FiledOctober 30th, 2020 Company Jurisdiction
AMENDMENT NO. 2Fund Accounting Agreement • October 30th, 2020 • First Western Funds Trust
Contract Type FiledOctober 30th, 2020 CompanyThis Amendment No. 2 amends and revises the Fund Accounting Agreement, dated August 16, 2012, as amended on July 1, 2018, (collectively, the "Agreement"), by and between THE FIRST WESTERN FUNDS TRUST (the "Trust"), an Ohio business trust, and ULTIMUS FUND SOLUTIONS, LLC ("Ultimus"), an Ohio limited liability company (collectively, the "Parties").