Investment Advisory Services for Chatham County Hospital Authority Trust Portfolio

The Chatham County Hospital Authority Trust requests proposals from qualified onshore USA firms to provide professional investment advisory services for a portfolio of approximately $150 million. The selected advisor will support the trust's fiduciary structure, review investment policies, develop asset allocation strategies, and identify, evaluate, and monitor investments and managers within applicable statutory requirements. Firms must submit questions through the county procurement portal no later than November 23, 2026. Applicants must submit proposals as a single PDF document online through the Chatham County Bonfire portal by December 2, 2026, at 5:00 p.m. Eastern Standard Time, or digitally via email if authorized. The trust will evaluate proposals based on firm background, staff experience, investment and reporting capabilities, fee schedules, and references.