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Proposals sought for investment advisor (asset management) services

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Maryland, United States
Non-Profit
RFP
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The Southern Maryland Regional Library Association, Inc. (SMRLA) is seeking proposals to provide investment advisor (asset management) services for a growing portfolio of post-employment benefit accounts. SMRLA is a 501c3 nonprofit organization.

SMRLA would like professional support in reviewing the investment options available to staff members. Additionally, SMRLA seeks professional guidance in developing an investment policy.

Receipt of proposals will close Monday, January 31, 2022 by 4:30 p.m.

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