investmentconsultingagreement-fresno…:投资顾问协议-弗雷斯诺…

investmentconsultingagreement-fresno…:投资顾问协议-弗雷斯诺…

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时间:2019-11-26

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1、INVESTMENTCONSULTINGAGREEMENTThisInvestmentConsultingAgreementismadeandenteredintoasofthedayof2008(the'Agreement)byandbetweenWURTS&ASSOCIATES,INC.,aWashingtoncorporation,havingitsprincipalofficesat999ThirdAvenue,Suite3650,Seattle,Washington98104Consultant),andFRESNOCOUNTYE

2、MPLOYEES1RETIREMENTASSOCIATION^Client).ClientherebyretainsConsultanttoprovidetheconsultingservicesdescribedbelowwithrespecttocertainofClientscash,securities,andotherpropertyandassetsfromtimetotimedesigmatedbyClient(the"Assets)onthetermsandconditionssetforthbelow.1•Services

3、ofConsultantConsultantagreestoprovideClientwiththeinvestmentconsultingservicesstipulatedinScheduleA.Additionalservices,whicharenotcommittedforbyClientatthistimebutmayberequestedinthefuture,aredetailedinScheduleB.2.ClientInformationClientagreestoprovide,orcauseitscustodianb

4、ank,administrator,attorney,trustee,presentorformerinvestmentconsultant,actuary,consultants,otherthirdparties,orinvestmentmanagers(hereinafterreferredtoasRepresentatives')toprovideConsultantwithanyandallreasonablynecessaryandappropriateinformationforConsultanttobegintoperfo

5、rmitsobligationsunderthisAgreement.Thisinformationineludesliquidityneeds,historicalperformanceinformation,investmentguidelines,andotherpertinentinformation,ineachcasetotheextentreasonablyavailable,asrequestedbyConsuitantfromtimetotime,including,withoutlimitation,awrittensu

6、mmaryofanyinvestmentlimitationsorrestrictions.Client,directlyorthroughitsRepresentatives,alsoagreestoinformtheConsultantassoonasreasonablypossibleofanychangeincircumstancesaffectingtheneedsorgoalsoftheClient,asthecasemaybe.Clientunderstandsthatinprovidingitsserviceshereund

7、er,ConsultantwillrelyontheinformationfromtimetotimeprovidedtoitbyClientandClientsRepresentatives.ConsuitantshallnotberequiredtoverifyanyinformationobtainedfromClientorClientsRepresentatives.Consultantshallnotbeliablefortheaccuracyandcompletenessofinformationfurnishedorrepr

8、esentationmadebysuchRepresentatives.3.LimitsofResponsibilityConsultant'sadvicetoClientpur

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