Georgia bid · open for prices

Investment Advisory Services

This bid is for investment advisory services for a trust based in Savannah, Chatham County, Georgia.

The original documents

Deadline: December 2, 2026

See the original on chathamcountyga.bonfirehub.com

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PortfolioApproximately $150 million in a perpetual trust supporting indigent healthcare.
Advisory scopeAnnual investment policy review, compliance monitoring, asset allocation, investment and manager evaluation, and rebalancing advice within applicable Georgia investment restrictions.
ReportingQuarterly benchmarked performance reports within 30 days of quarter-end, coordination with an independent custodian, and periodic in-person meetings and investment education. Please specify your proposed meeting frequency.
StandardsFiduciary service with ongoing disclosure of compensation and potential conflicts of interest.
PricingPlease provide annual fees in dollars for 2027, 2028, and 2029, with any additional charges identified. The 2027 fee may be prorated based on the service start date.

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