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.

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

AND MARIN COUNTY EMPLOYEES’ RETIREMENT ASSOCIATION
Investment Consulting Agreement • March 9th, 2021 • California

This Agreement for Investment Consulting Services (hereinafter referred to as the “Agreement”) is made and entered into by and between , a (hereinafter referred to as “Investment Consultant”), and MARIN COUNTY EMPLOYEES’ RETIREMENT ASSOCIATION (hereinafter referred to as MCERA) to provide investment consulting services in accordance with this Agreement.

Proposed Contract for RFP No. 2018-8399‌
Investment Consulting Agreement • January 14th, 2019 • California
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.

AGREEMENT C0887 BETWEEN
Investment Consulting Agreement • September 6th, 2019 • California

THIS AGREEMENT is made and entered into by and between the ALAMEDA CORRIDOR TRANSPORTATION AUTHORITY ("ACTA") and CHANDLER ASSET

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”).

Contract
Investment Consulting Agreement • August 7th, 2018
AMENDED AND RESTATED INVESTMENT CONSULTING AGREEMENT
Investment Consulting Agreement • November 14th, 2016 • 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.

REPORT BY: Patricia Tyrrell, Attorney IV , 259-8251 SUBJECT: Arnerich Massena Agreement for Deferred Comp Plan Services
Investment Consulting Agreement • August 23rd, 2021

This is an agreement with Arnerich Massena & Associates, Inc., to provide investment consulting services to the Napa County Deferred Compensation Board of Control.

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.

CONTRACT
Investment Consulting Agreement • June 28th, 2017 • Kentucky

THIS CONTRACT, made and entered into this day of June 2017, by and between the Teachers' Retirement System of the State of Kentucky, 479 Versailles Road, Frankfort, Kentucky, 40601, hereinafter referred to as "TRS", and Aon Hewitt Investment Consulting, Inc., AON Center, 200 East Randolph Street, Suite 1500, Chicago, Illinois 60601, hereinafter referred to as the "Investment Consultant".

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.

Contract
Investment Consulting Agreement • August 7th, 2018
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