Summary
Provide the following services: 1. Actively manage the College’s investment portfolio to maximize performance. 2. Actively participate with the College’s Finance and Investment Committee. 3. Assist the committee with its investment policy to meet the objectives of the College. 4. Provide guidance to the College on its portfolio mix, balance, and disbursement guidelines. 5. Provide the College with sound investment and portfolio management services. 6. Provide clear, uncomplicated, timely, and direct communication in its relationship with the College. 7. Provide best practice suggestions. 8. Provide monthly investment reporting. 9. Meet with the College’s Finance and Investment Committee on a regular basis (either in-person or electronically) to review the performance of the portfolio. 10. Meet with the College Board of Trustees in-person quarterly or upon request to review investment activities. 11. person meetings, as needed.