Investment Consulting Services Sample Contracts

Standard Contracts

Contract Between
Investment Consulting Services • August 30th, 2023 • California

THIS AGREEMENT for Investment Consulting Services, hereinafter referred to as (“Contract”) is effective November 19, 2019 by and between the County of Orange, a political subdivision of the State of California, hereinafter referred to as “County” and Mercer Investments LLC, dba Mercer Investment Advisers LLC, with a place of business at 21875 Network Place, Chicago, IL 60673, hereinafter referred to as “Contractor”, which are sometimes individually referred to as “Party”, or collectively referred to as “Parties”.

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AMENDMENT NUMBER ONE
Investment Consulting Services • October 11th, 2022

THIS AMENDMENT Number One (hereinafter referred to as “Amendment One”) to the Contract is made and entered into, upon execution of all necessary signatures, by and between the County of Orange, a political subdivision of the State of California (hereinafter referred to as “County”), and Mercer Investments LLC, dba Mercer Investment Advisers LLC, with a place of business at 21875 Network Place, Chicago, IL 60673, (hereinafter referred to as “Contractor”), which are sometimes individually referred to as “Party” or collectively referred to as “Parties.”

MODEL CONTRACT N1000010242 FOR INVESTMENT CONSULTING SERVICES FOR THE COUNTY OF ORANGE
Investment Consulting Services • October 21st, 2020 • California

THIS AGREEMENT Contract Number N1000010242 for Investment Consulting Services, hereinafter referred to as (“Contract”) is effective November 19, 2008 by and between the County of Orange, a political subdivision of the State of California, hereinafter referred to as “County” and Mercer Investment Consulting, Inc ., with a place of business at 1301 Fifth Avenue, Seattle, WA 98101 hereinafter referred to as “Contractor”, which are sometimes individually referred to as “Party”, or collectively referred to as “Parties”.

AMENDMENT NUMBER TWO
Investment Consulting Services • August 30th, 2023

THIS AMENDMENT Number Two (hereinafter referred to as “Amendment Two”) to the Contract is made and entered into, upon execution of all necessary signatures, by and between the County of Orange, a political subdivision of the State of California (hereinafter referred to as “County”), and Mercer Investments LLC, dba Mercer Investment Advisers LLC, with a place of business at 21875 Network Place, Chicago, IL 60673, (hereinafter referred to as “Contractor”), which are sometimes individually referred to as “Party” or collectively referred to as “Parties.”

AMENDMENT NUMBER THREE
Investment Consulting Services • April 29th, 2024

THIS AMENDMENT Number Three (hereinafter referred to as Three to the Contract is made and entered into, upon execution of all necessary signatures, by and between the County of Orange, a political subdivision of the State of California (hereinafter referred to as , and Mercer Investments LLC, dba Mercer Investment Advisers LLC, with a place of business at 21875 Network Place, Chicago, IL 60673, (hereinafter referred to as

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