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The Town of East Hampton is soliciting proposals from qualified firms for full-retainer investment advisory services and custodial services for the Town's Retirement Benefit Fund. The document outlines
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How to fill out Town of East Hampton, CT Request for Qualifications Investment Advisor and Custodial Services for the Town's Retirement Plan

01
Obtain a copy of the Request for Qualifications (RFQ) document for Investment Advisor and Custodial Services from the Town of East Hampton's official website or office.
02
Review the requirements outlined in the RFQ, including necessary qualifications, experience, and scope of services.
03
Prepare a cover letter that introduces your firm and highlights your interest in providing the requested services.
04
Compile your qualifications, including resumes of key personnel, relevant experience, and case studies of similar projects.
05
Include a detailed description of the proposed services, outlining your approach to investment advisory and custodial services for the Town's Retirement Plan.
06
Provide a fee schedule that clearly outlines pricing for your services, ensuring it aligns with industry standards.
07
Include references from previous clients that demonstrate your firm's capability and success in providing similar services.
08
Ensure that your submission is organized and formatted according to the guidelines specified in the RFQ document.
09
Submit your complete RFQ response by the deadline outlined in the document, ensuring that all required materials are included.

Who needs Town of East Hampton, CT Request for Qualifications Investment Advisor and Custodial Services for the Town's Retirement Plan?

01
Local government entities such as the Town of East Hampton requiring professional management of their Retirement Plan investments.
02
Public sector employees who benefit from a well-managed pension fund that ensures financial security upon retirement.
03
Taxpayers interested in the efficient administration of public funds and retirement contributions.
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The Request for Qualifications (RFQ) for Investment Advisor and Custodial Services for the Town's Retirement Plan is a formal process initiated by the Town of East Hampton, CT to solicit proposals from qualified investment advisory firms to provide investment management and custodial services for its retirement plans.
Investment advisory firms and custodial service providers interested in being considered for the Town's Retirement Plan services are required to file the RFQ.
To fill out the RFQ, applicants should follow the guidelines outlined in the document, providing necessary details about their qualifications, experience, proposed services, relevant fees, and any required documentation as specified in the RFQ.
The purpose of the RFQ is to identify and select qualified investment advisors and custodial service providers to effectively manage and safeguard the Town's retirement plan assets, ensuring the financial health and sustainability of the plan.
The RFQ typically requires information such as the firm's qualifications, experience with similar clients, descriptions of services offered, team member qualifications, fee structures, and any disclosures relevant to potential conflicts of interest.
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