Investment Consulting RFP
ACT is currently seeking proposals from consultants and/or investment firms to provide investment consulting services and assistance with its investment process. Currently, ACT has about $20,000,000 in investable assets, of which $9,000,000 will be coordinated with the selected Investment Consultant.
Investment Consultant RFP
ACT Investment Policy Statement 9-22-21
The RFP will be made available to a number of firms. The deadline for submissions is Friday, October 29, 2021. ACT’s Investment Committee will review all qualified, submitted proposals and will ask three (3) applicant consultants and/or firms to make a full presentation to the Finance and Investment Committees jointly. The Committees will convene and make a recommendation to the full Board of Directors as to the finalist applicant. The finalist applicant is subject to final interview and approval by the Executive Committee prior to any engagement for service.
Many thanks to those who submitted questions. Responses to questions can be found here.
Please direct inquiries to Heather Peeler, President & CEO, email@example.com