Description
The Troup County Board of Commissioners is seeking proposals for investment management and administrative services for the Troup County Recreation Endowment Fund (TCREF), which has a portfolio valued at $11,125,362.74 as of June 30, 2026. The selected firm will provide investment management and administrative services, including portfolio construction, risk management, and reporting. The proposal should include information about the firm's experience, investment philosophy, and fee structure.
• The firm should have experience in delivering investment management and administrative services to nonprofit organizations and institutional investors.
• The firm should provide a detailed description of its investment philosophy, methodology, and asset allocation process.
• The firm should describe its approach to risk management and portfolio construction.
• The firm should provide information about its fee structure and any additional fees that may be charged.
• The firm should include a sample proposed asset allocation and portfolio, as well as a rationale for its decision.