Request a sample request for proposal (RFP)

Selecting an investment provider can be a challenge.

To help you, we have created a "build your own" request for proposal (RFP) tool. Fill in the form and then you will receive an e-mail with a list of the most commonly asked questions we receive from prospective clients. We also recommend applying an objective scoring system to your RFP evaluations, another area in which we can provide assistance. The questions provided cover the following key categories:

  • Organizational history, structure, experience
  • Services provided by the firm, including investment, custodial & trust, and administrative
  • Clients served by the firm, including type, duration, experience, and AUM
  • Strategic advice
  • Asset allocation strategy & Investment philosophy
  • Portfolio construction & manager research process
  • Client service philosophy and team
  • Risk management process, monitoring & systems
  • Fees
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