HomeMy WebLinkAbout1992 06 04 Request for Proposals
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REQUEST FOR PROPOSALS
THE BOARD OF TRUSTEES FOR THE EMPLOYEES MONEY
PURCHASE PENSION FUND AND TRUST IS CONSIDERING
SEEKING NEW INVESTMENT MANAGEMENT
JUNE 4, 1992
There were nineteen proposals received. John Ferring, Chairman of the Board of
Trustees opened them. Mayor Kulbes and City Manager Richard Rozansky were present.
The following proposals were received:
1. Provident Mutual Pension Services, presented by A. Mark Sardo, Pennsylvania
Financial Group, Inc., 1900 Summit Tower Blvd., Suite 820, Orlando, FL 328l0.
2. Merrill Lynch, Pierce, Fenner & Smith Inc., Springs Offices, Suite 221, 2101
West State Road 434, Longwood, FL 32779.
3. Financial Management Concepts, 2699 Lee Road, Suite 230, Winter Park, FL 32789.
4. The Burney Company, P.O. Box 220, Gulf Breeze, FL 32562.
5. Pension Investors Securities Corp., 110l No. Lake Destiny Road, Suite 200,
Maitland, FL 32751-7105.
6. Key Trust Company of Florida N.A., III North Orange Ave., Suite 850, Orlando,
FL 3280l-2337.
7. SunBank Capital Management, N.A., P.O. Box 3808, Orlando, FL 32802.
8. Prudential Securities, Inc., Olympia Place, 800 North Magnolia Ave., Suite 1401,
Orlando, FL 32803. (Kathleen Roy)
9. Prudential Securities, Inc., Olympia Place, 800 N. Magnolia Ave., Suite l40l,
Orlando, FL 32803 (John O. Riggle)
lO. Prudential Securities, Inc. Olympia Place, 800 North Magnolia Ave., Suite 1401,
Orlando, FL 32803 (John O. Riggle)
1l. CIGNA, P.O. Box 24203, 2502 Rocky Point Rd., Suite 901, Tampa, FL 33607.
12. Moran Asset Management, Inc., 41 West Putnam Ave., Greenwich, Connecticut 06830.
13. Key Trust Company of Florida N.A., Suite 850 111 North Orange Ave., Orlando,
FL 32801-2337.
14. The Investment Counsel Co., 56 East Pine St., Suite 200, Orlando, FL 32801.
l5. Investment Management & Research, Inc., 7380 Sand Lake Rd., Suite 53l,
Orlando, FL 32819.
16. Rittenhouse Capital Management Inc., Two Radnor Corporate Center, Suite 400,
100 Matsonford Road, Radnor, PA 19087.
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Board of Trustees
June 4, 1992
Page 2
17. Shearson Lehman Brothers, Inc., 2400 East Commercial Blvd., Suite 102,
Ft. Lauderdale, FL 33308.
l8. VALIC, 2929 Allen Parkway Houston, Texas 77019.
19. Financial Management Concepts, 2699 Lee Road, Suite 230, Winter Park, FL
32789.
The proposals will be reviewed by the Board of Trustees, and a meeting will be
called by the Chairman.
Mary T. Norton,
City Clerk