Investment Advisor Agreement Sample Contracts

EX-10.24 30 dex1024.htm INVESTMENT ADVISOR AGREEMENT INVESTMENT ADVISOR AGREEMENT
Investment 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”).

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INVESTMENT ADVISOR AGREEMENT
Investment 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 AGREEMENT
Investment 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”).

HARTMAN vREIT XXI, INC. Up to $185,000,000 of Common Stock REVISED SELECTED INVESTMENT ADVISOR AGREEMENT
Investment Advisor Agreement • July 7th, 2020 • Hartman vREIT XXI, Inc. • Real estate investment trusts • Texas

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, between Hartman vREIT XXI, Inc., a Maryland corporation (the “Company”), and the Selected Investment Advisor (the “Investment Advisor”) identified in Exhibit A hereto.

EXHIBIT: Item 23(d) INVESTMENT ADVISOR AGREEMENT
Investment 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.

INVESTMENT ADVISOR AGREEMENT BUCKHEAD CAPITAL MANAGEMENT, LLC
Investment 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"):

INVESTMENT ADVISOR AGREEMENT
Investment 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”).

AMENDMENT TO INVESTMENT ADVISOR AGREEMENT
Investment 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:

Investment Advisor Agreement
Investment 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.

INVESTMENT ADVISOR AGREEMENT
Investment 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

INVESTMENT ADVISOR AGREEMENT MULTIPLE EMPLOYER OPEB/PENSION 115 TRUST‌
Investment 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, 2004
Investment 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:

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