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RFP for Investment Advisory Services

The Community Foundation is requesting information regarding investment management services for the Foundation’s asset portfolio. Our Investment Committee is interested in learning about the services and investment management style of firms that can assist the Foundation in achieving its investment objective.  Our two-step RFP process begins with a Request for Information (RFI), for which the Foundation will accept responses through May 1.  Following review of information received, the Foundation will communicate next steps to each RFI responder by June 1.

Documentation to download:

Request for Information

Investment Policy Statement