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Investment Advisory Services

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26-0136-5State & Local

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The Chatham County Hospital Authority Trust is seeking a qualified, SEC-registered investment advisory firm to manage a portfolio of approximately 150 million dollars. The primary objective of the engagement is to provide fiduciary-standard guidance to support the funding of healthcare for indigent residents of Chatham County. The selected firm will be responsible for the annual review of the Investment Policy Statement, developing strategic asset allocations in compliance with Georgia law, and providing ongoing monitoring and rebalancing of investments. Key deliverables include periodic performance reports delivered within 30 days of each quarter-end and coordination with an independent custodian for asset safekeeping and performance reconciliation. Proposals for solicitation 26-0136-5 must be submitted as a single PDF via the Bonfire portal by December 2, 2026, at 5:00 p.m. EST. Evaluation will be based on the firm's qualifications, investment philosophy, performance reporting capabilities, and a minimum of three client references. The Trust requires strict adherence to fiduciary standards, including full disclosure of any regulatory actions or conflicts of interest within the last five years and a commitment to annual conflict-of-interest certifications. The selection process is managed by Jean Fleming, Director of Purchasing and Contracting, with the goal of finalizing the consultant selection in the first quarter of 2027.

General Info

Chatham County Hospital Authority seeks an SEC-registered firm to manage a $150M portfolio.

Documents

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Organization & Contact Information

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AgencyGeorgia → Chatham County
Contacts1 person available
OfficeGA, USA
Organization / AgencyGeorgia → Chatham County
Office AddressGA, USA
Contacts

Full Description

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The Chatham County Hospital Authority Trust (“the Trust”) is issuing this Request for Proposal (“RFP”) to identify and retain a qualified firm to provide professional investment advisory services. The Trust seeks a firm that adheres to fiduciary standards, demonstrates technical competence, provides a high level of client service, and maintains transparent communication. This RFP is being issued through the Chatham County Purchasing and Contracting Department. All questions and RFP responses should be directed to the department. Upon receipt of RFP responses, the Trust will select consultants that best meet its criteria for further evaluation and due diligence. The Trust wishes to finalize the consultant’s selection in the first quarter of calendar year 2027.

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