Request for Proposals – Investment Advisor Services We’re inviting qualified investment advisors to submit proposals to manage a $1–$2 million portfolio. Advisors must have experience with not-for-profits, a strong performance history, and align with ESG principles. Key requirements: ✅ Minimum five years’ experience with not-for-profit portfolios ✅ Proven track record managing $1M–$2M portfolios ✅ Registered...
