REQUEST FOR PROPOSAL

Investment Advisory Services

Submit by: 5 p.m., Friday, July 15, 2022

Overview

Children’s Trust Fund of South Carolina (Children’s Trust) is initiating a process for the selection of a firm to provide investment advisory services, for which we currently have approximately $2.3M in funds under management. We invite your firm to submit a proposal to us by July 15, 2022, for consideration based on the specifications, requirements, and terms and conditions set forth in this request for proposals

Submission of Proposals

All proposals will be treated with the highest confidence and will be used internally in our decision- making process. All proposals are to be submitted to Andrea Tucker by email to atucker@scchildren.org no later than close of business Friday, July 15, 2022. Questions may be submitted via email to atucker@scchildren.org.

Investment Advisory Services (PDF)