Investment Consulting Services Agreement Sample Contracts

Non-Discretionary Consultant Services Only
Investment Consulting Services Agreement • May 21st, 2020 • Illinois

This Investment Consulting Services Agreement (“Agreement”) is entered into to be effective as of the 1st day of _____________2018, by and between ____________, a [Delaware limited liability company] (the “Investment Consultant” or “Consultant”), and the State Universities Retirement System, a body politic and corporate created under Article 15 of the Illinois Pension Code. (the “Client” or “SURS”).

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INVESTMENT CONSULTING SERVICES AGREEMENT
Investment Consulting Services Agreement • May 21st, 2018 • Oklahoma

This Investment Consulting Services Agreement is entered into between the Board of Investors of the Oklahoma Economic Development Generating Excellence (EDGE) Trust Fund (the “Board”) and ("Consultant") on this day of

INVESTMENT CONSULTING SERVICES AGREEMENT BETWEEN
Investment Consulting Services Agreement • September 9th, 2021 • California
Schedule of Fees
Investment Consulting Services Agreement • September 18th, 2024

The Investment Consultant has agreed to provide the Fund with consulting services as described in Section 1 and Exhibit A of the Investment Consulting Services Agreement. For purposes of Section 5, the Investment Consultant’s annual fee shall be:

INVESTMENT CONSULTING SERVICES AGREEMENT
Investment Consulting Services Agreement • February 15th, 2022 • Illinois

SELECTED CANDIDATE] (“Investment Consultant”) and the Retirement Board (“Board”) of the Laborers’ and Retirement Board Employee's Annuity and Benefit Fund of Chicago (“Fund”), a public pension fund established by the Illinois Pension Code, 40 ILCS 5/1- 101, et seq. (“Pension Code”).

INVESTMENT CONSULTING SERVICES AGREEMENT
Investment Consulting Services Agreement • August 25th, 2011 • Oklahoma

This Investment Consulting Services Agreement is entered into between the Board of Investors of the Oklahoma Tobacco Settlement Endowment Trust Fund (the “Board”) and

INVESTMENT CONSULTING SERVICES AGREEMENT
Investment Consulting Services Agreement • August 8th, 2013 • California
INVESTMENT CONSULTING SERVICES AGREEMENT
Investment Consulting Services Agreement • May 9th, 2011 • Pennsylvania

WHEREAS, the Client desires to obtain the Investment Consulting Services of Consultant in connection with the investment of General Fund monies, as identified by the Board of School Directors (the “Funds”); and

INVESTMENT CONSULTING SERVICES AGREEMENT
Investment Consulting Services Agreement • August 19th, 2011 • Oklahoma

This Investment Consulting Services Agreement is entered into between the Board of Investors of the Oklahoma Tobacco Settlement Endowment Trust Fund (the “Board”) and

CONTRACT 056-201303-DB FOR
Investment Consulting Services Agreement • September 30th, 2015 • California

THIS AGREEMENT for Investment Consulting Services, hereinafter referred to as (“Contract”) is effective November 19, 2013 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”.

INVESTMENT CONSULTING SERVICES AGREEMENT
Investment Consulting Services Agreement • March 9th, 2021 • Illinois

and between [INSERT NAME OF CONSULTANT] (“Investment Consultant”) and the PARK EMPLOYEES’ AND RETIREMENT BOARD EMPLOYEES’ ANNUITY AND BENEFIT

INVESTMENT CONSULTING SERVICES AGREEMENT
Investment Consulting Services Agreement • June 8th, 2016 • Oklahoma

This Investment Consulting Services Agreement is entered into between the Board of Investors of the Oklahoma Tobacco Settlement Endowment Trust Fund (the “Board”) and

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