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Investment Management & Trustee Services for Volunteer Fire/Rescue Length of Service Retirement Plan
The County is seeking an investment manager/trustee services firm to work with the County Length of Service Award Program Retirement Plan Committee on an as directed basis. The trustee must be able to provide separate accounting statements for each investment manager on a quarterly and annual frequency. The consolidation account and trustee statements also will be needed on a quarterly and annual basis. The institution must have experience working with the asset classes illustrated within the Request for Proposal (RFP) to be considered.
