Request for Proposals: Investment Management Services
Pisgah Health Foundation is seeking proposals from qualified investment advisory firms to provide discretionary investment management services for the Foundation's investment portfolio. We are seeking a trusted partner with experience serving nonprofit organizations, foundations, and endowments to provide strategic investment guidance, portfolio management, performance reporting, and ongoing support to the Foundation's Board of Directors and Finance Committee.
Proposal Deadline: Thursday, August 13, 2026
Questions and proposals should be submitted to accounting@pisgahhealthfoundation.org.
Interested firms are encouraged to review the full Request for Proposals, which includes the scope of services, proposal requirements, evaluation criteria, and submission instructions.
Pisgah Health Foundation Board of Directors, including Past Chair Cathleen Blanchard. Not pictured: Heather McNeely.