HomeMy WebLinkAboutAndCo Consulting, LLC - Consent for Assignment of Investment Advisory Contract 2024 03 25Clients Tirst.
Consent for Assignment of Lrveshnent Advisory COrrtr'allL
AndCo Consulting, LLC ("AndCo") has entered into a membership interest purchase agreement with Mariner, LLC
("Mariner") with an anticipated close date of April 2, 2024 ("Effective Date"). AndCo will be joining Mariner, a
national advisory firm, as their new institutional platform. Mariner and AndCo share a strong cultural alignment
Focused on a client -first, objective approach.
As previously communicated, you will continue to be serviced by the same consulting team and pursuant to the
same terms and conditions as contained in your investment advisory contract with AndCo ("Contract"). However,
this acquisition by Mariner is considered a change in control, and therefore deemed to be an assignment of your
Contract. SEC rules requite client consent for Contract assignment, and we respectfully request that you approve
and execute this document to consent to the assignment of your Contract as of the Effective Date. All terms and
conditions of the existing Contract will remain in full force and effect.
If you consent to the assignment of your Contract under this change in control, please sign and date this document
in the space provided below and return a signed copy to us (by mail or email). If you have any questions, please
reach out to your consulting team or feel free to directly contact our Chief Compliance Officer, Sara Searle, at (407)
627-1812 or SaraS a,andcoconsulting cony. We greatly appreciate your support during this process.
By Mail: AndCo Consulting, LLC
AndCo Consulting, LLC By: , (,��
Attn: Chief Compliance Officer Name: Sara Sear e
531 W Morse Blvd, Suite 200 Title: Chief Compliance Officer
Winter Park, FL 32789 Date: January 16, 2024
By Email: Compliance cr,andcoconsrrlting con
CLIENT CONSENT
Client Name: City of Winter Springs Pension Plan
Name: �� C
Title: i Of W i (Nt 4ey- S f Y i tJ Maq 0 C
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AndCo Consulting � 531 W. Morse Blvd. � Suite 200 � Winter Park, FL 327£39 � (844) 44-ANDCO � AndCoConscdring.com