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If you’re a foundation, endowment, nonprofit, retirement plan sponsor, board or other fiduciary and need to navigate the investment advisor RFP process, we can help. Our veteran team has coached organizations through more of these RFPs in the last four years than any other single entity in the U.S.
Our proprietary platform of 90-plus institutionally focused investment advisory firms with hundreds of data points on each firm empowers you to source the best and most qualified candidates for your RFP.