Meeting Materials
(Click on the link to download PDF documents)

• Agenda

• ZMA Investment Policy

• ZMA Request for Proposal for Investment Services

• Huntington Cash Reserve Account Performance for Reference

• Huntington Collections Account Performance for Reference

• RFP Scoring Matrix

• A Nonprofit’s Guide to Finding an Investment Advisor

• RFP Proposals:

  • North Valley Bank

  • Edward Jones

  • Park National Bank

  • Webb Financial

  • Mercer Advisors

  • Carnegie Investment Council

Previous Investment Committee Meeting Takeaways Tuesday, October 7, 2025
Present: John Matesich, Jody Ballas, Danielle Knox, Pat Nash
Not Present: Don Wietmarschen, Ried Schott, Tom Selock
Discussions: Huntington Fee Renegotiations; Request for Proposal for Investment Services
Decisions: Limit RFP invites to local firms only; proceed with RFP deadline of January 13, 2026

Meeting Information:

• Meeting reminders will be sent one month, one week, and one day before this meeting.

• The meeting should last 1 hour.

• This meeting will take place in person in the ZMA Longaberger Art Research Library and online on Zoom.

• Please email regrets only. Thank you.

Laine Snyder is inviting you to a scheduled Zoom meeting.

Topic: ZMA Investment Committee Meeting

Time: Feb 10, 2026 04:00 PM Eastern Time (US and Canada)

Join Zoom Meeting

https://us06web.zoom.us/j/89792174916

Meeting ID: 897 9217 4916

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Image: David Teniers (The Younger) (1610-1690), Monkeys at Play, Gift of Mr. Edward M. and Mrs. Clara K. Ayers, 1940.10027. On view in the Ayers Gallery, 2nd Floor. “Singerie”, French for monkey trick, is a painting genre popularized in the 18th century. These satirical scenes depict monkeys in fashionable attire, imitating human behavior.