Investment Consulting Agreement Sample Contracts

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INVESTMENT CONSULTING AGREEMENT
Investment Consulting Agreement • February 1st, 2018 • Illinois

This Agreement is made and entered into as of by and between ("Consultant"), and Municipal Employees’ and Officers’ Annuity and Benefit Fund of Chicago, an Illinois Public Pension Fund (“Client”).

INVESTMENT CONSULTING AGREEMENT
Investment Consulting Agreement • November 15th, 2020 • California

This Investment Consulting Agreement is made and entered into as of the ______ day of ____________ 2008 (the “Agreement”) by and between WURTS & ASSOCIATES, INC., a Washington corporation, having its principal offices at 999 Third Avenue, Suite 3650, Seattle, Washington 98104 (“Consultant”), and FRESNO COUNTY EMPLOYEES’ RETIREMENT ASSOCIATION (“Client”). Client hereby retains Consultant to provide the consulting services described below with respect to certain of Client’s cash, securities, and other property and assets from time to time designated by Client (the “Assets”) on the terms and conditions set forth below.

Strategic Investment Consulting Agreement
Investment Consulting Agreement • June 14th, 2024 • Golden Heaven Group Holdings Ltd. • Services-miscellaneous amusement & recreation • Hong Kong

Party A is a NASDAQ listed company and an amusement park operator. Party A is seeking business growth, and, in furtherance thereof, is seeking qualified strategic investors to participate in Party A’s private placement. Party B is an investment and strategic consulting company located in Hong Kong, and Party A intends to engage Party B as an investment consultant. Through friendly negotiation, Party A entrusts Party B to introduce qualified strategic investors to Party A. Both parties enter into the following agreement (the “Agreement”).

INVESTMENT CONSULTING AGREEMENT
Investment Consulting Agreement • October 27th, 2021

This agreement confirms and clarifies the investment advisory consulting services to be provided by Jacques Advisors, LLC to

Investment Consulting Agreement
Investment Consulting Agreement • October 11th, 2018 • California

This Agreement is made and entered into effective as of July 1, 2018 (the “Agreement”) by and between Verus Advisory, Inc., a Washington corporation, having its principal offices at 800 Fifth Avenue, Suite 3900, Seattle, WA 98104 (“Consultant”), and Imperial County Employees’ Retirement System, 940 W. Main Street, Suite 105, El Centro, CA 92243 (“ICERS”). ICERS hereby retains Consultant to provide the consulting services described below with respect to ICERS’s assets (the “Assets”) on the terms and conditions set forth below.

INVESTMENT CONSULTING AGREEMENT (ICA)
Investment Consulting Agreement • July 18th, 2022

By this Agreement, Client retains Coordinated Capital Securities, Inc., hereinafter referred to as “CCS”, a SEC registered investment adviser to provide investment consulting services on a non‐discretionary basis, to Client. This Agreement and Schedule A of this Agreement sets forth the terms and conditions that apply to Client’s participation in the Investment Consulting non‐discretionary investment advisory program (“Program Account”) and the advisory services provided by the CCS Registered Investment Advisor Representative, or its agent, as designated on Schedule A of this Agreement (hereafter “Financial Professional”).

AMENDED AND RESTATED INVESTMENT CONSULTING AGREEMENT
Investment Consulting Agreement • May 5th, 2020 • Nevada

This Amended and Restated INVESTMENT CONSULTING AGREEMENT ("Agreement") is made and entered into as of December 2, 2016 by and between Cambridge Associates, LLC., a Massachusetts Limited Liability Company ("Consultant") and the Board of Regents of the Nevada System of Higher Education ("Client"). This Amended and Restated Investment Consulting Agreement replaces in its entirety the Investment Consulting Agreement between the parties dated October 1, 2011.

INVESTMENT CONSULTING AGREEMENT
Investment Consulting Agreement • November 3rd, 2020 • Illinois

This Agreement is made and entered into as of January 1, 2021 by and between Marquette Associates, Inc., an Illinois corporation ("Marquette"), and the Salaried Employees Pension Plan of the City of Olivette a Missouri Defined Benefit Plan. (“Client”).

INVESTMENT CONSULTING AGREEMENT
Investment Consulting Agreement • June 11th, 2021 • Florida

This Investment Consulting Agreement (the “Agreement”) is made and effective as of the 14th day of June 2018, by and between Evercore Group L.L.C. (the “Consultant”) with its principal offices located at 55 E 52nd Street, New York, NY 10055, and the State Board of Administration of Florida (the “SBA”), located at 1801 Hermitage Boulevard, Suite 100, Tallahassee, FL 32308.

FOURTH AMENDMENT TO INVESTMENT CONSULTING AGREEMENT
Investment Consulting Agreement • August 9th, 2016

This Fourth Amendment to the Investment Consulting Agreement by and between the Board of Regents of the Nevada System of Higher Education (the “Client”) and Cambridge Associates, LLC (“CA”) is made effective as of the 1st day of July, 2016.

INVESTMENT CONSULTING AGREEMENT
Investment Consulting Agreement • August 26th, 2011 • Texas

THIS INVESTMENT CONSULTING AGREEMENT (the "Agreement") is executed and entered into as of the 1st day of January 1, 2012, by and between limited liability company (the "Investment Consultant") and Fire and Police Pension Fund, San Antonio (the "Fund").

AMENDED AND RESTATED INVESTMENT CONSULTING AGREEMENT
Investment Consulting Agreement • August 18th, 2008 • Delphi Financial Group Inc/De • Life insurance • New York

This Amended and Restated Investment Consulting Agreement (this “Agreement”) dated as of August 14, 2008, is made between Rosenkranz Asset Managers LLC (“Managers”), a Delaware limited liability company, and Delphi Financial Group, Inc. (“DFG”), a Delaware corporation.

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