The Southern Maryland Regional Library Association, Inc. (SMRLA) is seeking proposals to provide investment advisor (asset management) services for a growing portfolio of post-employment benefit accounts. SMRLA is a 501c3 nonprofit organization.
SMRLA would like professional support in reviewing the investment options available to staff members. Additionally, SMRLA seeks professional guidance in developing an investment policy.
Receipt of proposals has closed as of 4:30 p.m. on Monday, January 31, 2022. For those who submitted bids, we thank you for your responses and appreciate your patience as we consider the proposals.
Reply to Pre-Bid Queries
Below are documents related to queries from potential bidders.
96 investment fees and disclosure
97 investment fee and disclosure
RFP Bidder Query Responses (Updated 1/26/2022 @ 4:23 PM)