Investment Advisory Services
Summary
The Chatham County Hospital Authority Trust (“the Trust”) is issuing this Request for Proposal (“RFP”) to identify and retain a qualified firm to provide professional investment advisory services. The Trust seeks a firm that adheres to fiduciary standards, demonstrates technical competence, provides a high level of client service, and maintains transparent communication. This RFP is being issued through the Chatham County Purchasing and Contracting Department. All questions and RFP responses should be directed to the department. Upon receipt of RFP responses, the Trust will select consultants that best meet its criteria for further evaluation and due diligence. The Trust wishes to finalize the consultant’s selection in the first quarter of calendar year 2027.
Details
| Solicitation Number | 26-0136-5 |
| Type | RFP |
| Posted | 2026-11-03 3:00PM EST (6 days ago) |
| Response Deadline | 2026-12-02 5:00PM EST (in 22 days) |
| State | GA |
Description
The Chatham County Hospital Authority Trust (“the Trust”) is issuing this Request for Proposal (“RFP”) to identify and retain a qualified firm to provide professional investment advisory services. The Trust seeks a firm that adheres to fiduciary standards, demonstrates technical competence, provides a high level of client service, and maintains transparent communication. This RFP is being issued through the Chatham County Purchasing and Contracting Department. All questions and RFP responses should be directed to the department. Upon receipt of RFP responses, the Trust will select consultants that best meet its criteria for further evaluation and due diligence. The Trust wishes to finalize the consultant’s selection in the first quarter of calendar year 2027.
Contact
| Name | Jean Fleming |
| Email / phone | 🔒 Available with Pro Upgrade |
Documents
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📄 RFP# 26-0136-5 Investment Advisory.pdf Documentation
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📄 Investment Advisor Fee Sheet.pdf Documentation
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📄 CCHAT Investment Policy 2024.pdf Documentation
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📄 CCHA Trust Agreement 2017.pdf Documentation