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!
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 firstname.lastname@example.org.