Page 245 - AugDefComp

8/26/2021

INVESTMENT CONSULTANT RFP

COMPARISON OF RESPONSES

NFP INNOVEST
Acceptance of County contract Yes Yes
requirements
Ability to perform current scope of Yes Yes
services
Agrees to perform quarterly Yes Yes
investment reviews
Pricing $40,000/year plus $30,000 for $49,000/year, inclusive of
recordkeeping RFP recordkeeping RFP
($150,000 over 3 years, assuming ($147,000 over 3 years; $245,000
one RFP; $230,000 over 5 years, over 5 years)
assuming one RFP)

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INVESTMENT CONSULTANT RFP
COMPARISON OF RESPONSES

NFP INNOVEST
Account Team • Paul Hackleman, Senior • Wendy Dominguez, President &
Consultant Co-founder
• Mindy Harris, Senior Advisor • Rick Rodgers, Principal
• Bill Tugaw, Governmental Plan • Gordon Tewell, Principal
Practice Leader • Paul Nacario, VP
• Kameron Jones, Asst VP • Robert Stebbins, VP
• Vince Learned, Senior
Plan/Investment Advisor

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