3rd District Fin Adv RFP

Third District, Omega Psi Phi Fraternity, Incorporated
Request for Proposal

I. OVERVIEW:

The Third District of Omega Psi Phi Fraternity, Inc. (the District) is seeking advisors (or teams) to facilitate its investment goals and financial plans for long term development. The District is requesting proposals from advisors that will (1) manage and (2) provide financial options for building strength and structure to its $50,000 capital pool for long term growth, capital preservation, and income. The risk profile of the District is moderate with a target benchmark return of no less than 6% return on investment. This should be accomplished through the selection and management of high-quality and diverse investment products. Proposals will be received via the Third District website by no later than 15 OCTOBER 2021. Respondents will need to be available for an interview on 20 October 2021.

A final decision on a Third District Financial Advisor will be announced in November 2021.

II. ELIGIBLE INVESTMENTS:

The District is open to all widely used investments that are either regulated by the SEC or federally insured.

III. ANCILLARY ITEMS:

  • RFP Response Due date: 15th day, OCTOBER 2021
  • Scoring Matrix: Below:

IV. SCORING MATRIX

ScoringMatrix