Founded in 1987, the Rotarian Foundation of Livermore (“RFL”) is a tax exempt 501(c)3 organization that awards grants to Livermore Valley charitable organizations, underwrites Rotary projects, and provides financial support that benefit the diverse residents of the Livermore Valley. Today, the Foundation facilitates contributions, fundraisers, corporate sponsorships, bequests, and professionally managed investments to support charitable organizations already in our community.
The Foundation is conducting a Request for Proposal (RFP) for Investment Management Services. The selected advisor/consultant will assist the RFL Board of Trustees and Investment Committee in making prudent investment decisions with respect to the Foundation’s investment portfolio.
The current assets being managed are in the 5 million dollar range.
Please submit your completed questionnaire and supporting materials via email to:
Attention: Dick Fields
[email protected]
For more information or to submit a proposal, use the links below.
