South Puget Sound Community College Foundation is soliciting proposals for investment management services. The Foundation expects comprehensive oversight of the investment portfolio, investment policy formulation and review (including asset allocation recommendations), ongoing investment advice, periodic rebalancing, and monitoring and reporting.
The Foundation is conducting a Request for Proposal (RFP) to evaluate firms with the intention of entering into an agreement prior to the end of 2025. Proposals are due on September 19, 2025.
Complete details about the RFP process and timeline are included in the documents on this page. If you have trouble accessing any of the documents or have questions about the process, please contact the SPSCC Foundation. If you have questions about the RFP process, the Foundation, or our investment needs and strategies, instructions and contact information are provided in the documents.