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The Miami Foundation seeks proposals for investment advisory consultant

The Miami Foundation seeks request for proposals for investment advisory consultant services to manage Foundation portfolio assets.

Aug. 5, 2011 - PRLog -- MIAMI, FL – The Miami Foundation announced that it released a request for proposals for investment advisory consultant services to manage Foundation portfolio assets. The consultant will work with the Foundation to meet spending and growth goals while staying within an acceptable risk level.

“Our donors respect our ability and transparency to manage their funds to accomplish great things in the Greater Miami community,” says Javier Alberto Soto, president and CEO of The Miami Foundation.

The deadline for proposals is September 12, 2011. The RFP package, as well as The Miami Foundation’s Investment Policy and the portfolio’s historical performance, is available for download at www.miamifoundation.org/rfp. Inquiries regarding this RFP may be sent via email to Nancy Jones, vice president for Public Affairs and Communications, at njones@miamifoundation.org.

Established in 1967, The Miami Foundation, formerly the Dade Community Foundation, is the community foundation for Miami-Dade County, Florida, a nonprofit, tax-exempt 501(c)(3) organization. The Foundation has helped hundreds of people create personal, permanent and powerful legacies by establishing custom, charitable Funds. Today, the Foundation manages 500 charitable Funds, valued at $151 million.

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Source:The Miami Foundation
Location:Miami - Florida - United States
Industry:Banking, Finance, Non-profit
Tags:Non-profit, Charitable, Funds, Investment Portfolios, Endowment, Legacy, Tax-exempt, Advisor, Consultant
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