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Request for Proposal (RFP) For Investment Management Services 

Angie Lutterman, CPA Chief Financial Officer & Managing Director of Operations

The Investments & Wealth Institute “The Institute” is requesting proposals from investment advisors and consultants for the discretionary management of its investment portfolio. The investment consultant will advise the Investment Committee on appropriate investment philosophy, capital market trends, regular investment performance reports, policy reviews and updates, asset allocation strategy, investment manager searches, investment manager evaluations, compliance monitoring, education, and by providing the Committee with other investment advisory or consulting services as needed.

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