Foundation Investment Adviser

REQUEST FOR INFORMATION

Through the San Luis Coastal Education Foundation (SLCEF) our community is investing in our future leaders, neighbors and workforce.

The SLCEF is working hard to generate the financial resources needed to further our mission.  We are seeking an independent investment adviser(s) to partner with us in managing and safeguarding those resources while generating optimal returns.  By the end of 2020 the SLCEF expects to have funds for investment exceeding $5M.  

If you are interested in participating in the Request for Proposal process, please submit the following information by July 19, 2019.  Request for Proposals will be delivered to participating advisers by July 26, 2019.  We appreciate your interest and look forward to hearing from you!

Adviser Contact Name *
Adviser Contact Name
Adviser Contact Phone
Adviser Contact Phone
Firm Address
Firm Address
Firm Phone Number
Firm Phone Number
http://
Do you have experience managing endowments that include total assets of $5M or more? *
Do you utilize technology that enables real time web-based access to portfolio insights by your customers? *
Are you willing to meet annually, in person, with our Foundation's Board in San Luis Obispo, CA? *

If you answered No or Other to any of the above questions we will contact you to discuss your interest and ability to meet the needs of the SLCEF prior to sending the Request for Proposal.

For additional information contact Executive Director, Christine Robertson, at crobertson@slcusd.org