We are requesting a quote for investment management services at 3100 Cleburne Street, Mack O.
Portfolio: Approximately $126.2 million in investment assets across equities, fixed income, alternatives, and cash
Services: Investment policy review, asset allocation analysis, manager research and due diligence, compliance monitoring, and strategic advisory support
Reporting: Monthly market and flash reports, quarterly performance reporting, and presentations to the Finance Committee and Board as requested
Qualifications: Registered investment advisor with at least 10 years of firm or senior-principal experience serving institutional clients
Term: Three years with two optional one-year extensions
Pricing: Fixed annual fee covering the full scope of services
Apply for this opportunity
Just your email — we'll send the details and the next step right away.
You're in. Check your inbox — we just emailed you the next step. Reply with your quote and XL Eagle handles the rest.