Minneapolis, MN | April 19, 2023 | Blue Rose Marketing
Our Additional Advisory Services include Investment Consulting Search Services!
Our team can execute your RFP process, providing guidance throughout and ensuring your organization selects the best provider.
Blue Rose is ready to assist your organization in vetting and selecting an investment consulting service provider for your endowment or other investment portfolio. Whether you are interested in a non-discretionary or discretionary relationship, we can help you by taking on the administrative burden of the RFP process, including designing the RFP document package, distributing to providers, analyzing the responses and fee structures, and aiding in the selection. Our advisors ensure the selection process finds the provider that can deliver on your organization’s priorities.
Contact us today to find out what Blue Rose can do for your organization.
Learn more today: https://www.blueroseadvisors.com/additionaladvisoryservices
Contact Blue Rose:
Megan Roth, Marketing Manager
Laura Klingelhutz, Marketing Generalist Intern