Foundation Investment Services

This contract awards investment‑management services for the St. Johns River State College Foundation’s $9 million endowment. The selected manager will be responsible for discretionary portfolio management, adherence to a detailed Master Investment Policy, monthly statements, quarterly performance reports, and participation in board meetings. The firm must meet performance benchmarks, maintain compliance with asset‑allocation limits, and provide education/training to foundation staff. The three‑year agreement may be extended for an additional three years pending board approval. • Manage a diversified portfolio (equity, taxable bonds, real‑estate, cash) in line with policy limits. • Deliver monthly statements, quarterly performance reports, and attend quarterly/annual board meetings. • Provide benchmarking, performance analysis, and optional training for board and staff.