Florida Polytechnic University Foundation, Inc. (The Foundation) is requesting proposals from qualified firms interested in providing investment advisory and management services for its investment program.

The selected Submitter will have no discretionary authority over The Foundation’s assets. The selected Submitter will be a consulting advisor who will be expected to provide high-level expert advice on The Foundation’s investment-related activities and will be a fiduciary of The Foundation. The selected Submitter will also be required to manage The Foundation’s investments, as well as execute trades on behalf of The Foundation.

ITN for Investment Advisory and Management Services

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Addendum 2