Georgia Procurement Registry #PE-77030-NONST-2027-000000028

Investment Management and Administrative Services for Troup County Recreation Endowment Fund

This opportunity is for investment management and administrative services for the Troup County Recreation Endowment Fund (TCREF), managed by the Troup County Board of Commissioners in LaGrange, Georgia. - Government Buyer: - Troup County Board of Commissioners (LaGrange, GA) - Scope of Services: - Investment management and administrative services for the TCREF, valued at over $11 million - Services include asset allocation, risk management, compliance, reporting, and support in line with the fund's investment policy - Annual distributions from the fund not to exceed 5% of the average value - Requirements: - Firms must demonstrate experience with nonprofit and institutional endowment funds - Evidence of regulatory compliance, liability insurance, and professional staff qualifications required - Detailed information on investment philosophy, client service, and fee structure must be provided - References and sample reports are required - No specific OEMs or vendors are named; the solicitation is open to qualified investment management firms - Notable: Emphasis on preservation and growth of principal, prudent risk management, and compliance with the fund's investment policy

Description

Troup County Board of Commissioners is seeking proposals for investment management and administrative services for the Troup County Recreation Endowment Fund (TCREF), which had a portfolio valued at $11,125,362.74 as of June 30, 2026. The solicitation requires submission of five paper copies and one digital copy of the proposal by August 20, 2026. Questions must be submitted by August 10, 2026, and answers will be posted on the county's purchasing website. The RFP emphasizes confidentiality and includes detailed instructions and background information for prospective bidders.

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