Coastal Community Foundation of South Carolina is seeking proposals from qualified firms to provide investment consulting and custodial services to the Foundation and specifically to its Investment Committee.
Services would include investment policy development, strategic and tactical investment advice, manager searches and selections, quarterly performance measurement and analysis, monitoring for compliance with investment policy, comparison to peers, and educational workshops.
All interested firms should contact Jane Litz, Chief Financial Officer of CCF, at RFP@coastalcommunityfoundation.org for a copy of the Request for Proposals. The submission deadline is January 15, 2021.
