External Investment Management Services

Overview

Financial, Legal, HR & Staffing

Longview, Washington, United StatesPosted 3 days agoDeadline: June 5th, 2026

Fit Score

Settle Intelligence

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SUMMARY

A Washington government authority is soliciting firms for discretionary external investment management services for one or more portfolios. The scope includes portfolio construction, risk management, reporting, and transition support.

KEY REQUIREMENTS

Must be a Registered Investment Advisor in good standing with the SEC or applicable state regulator
Must provide current Form ADV Parts 1 and 2
Must demonstrate experience managing comparable portfolios such as governmental, public funds, endowments, foundations, or sovereign clients
Must maintain robust compliance, internal controls, and cybersecurity practices
Must provide the most recent SOC 1 Type II and/or SOC 2 Type II reports issued by an independent auditor
Must maintain professional liability/investment adviser E&O, cyber liability, crime/fidelity bond, social engineering/funds transfer fraud, commercial general liability, workers' compensation, and auto liability insurance
Must have A.M. Best rating A- or better for insurance carriers
Must demonstrate capacity to deliver institutional reporting and governance support

BUDGET

Estimate

$50,000 – $250,000

TIMELINE

Questions Due: May 15th, 2026

Proposal Due Date: June 5th, 2026

Anticipated Interviews Round 1: Week of June 22nd, 2026

Anticipated Interviews Round 2: Week of July 20th, 2026

Anticipated Award: August 10th, 2026

Anticipated Start: September 1st, 2026

QUESTION DEADLINE

May 16th, 2026

Issuing Agency

Cowlitz Indian Tribe

Organization overview and procurement intelligence available on paid plans.

See Issuer Research

DESCRIPTION

The government authority in Washington is seeking a vendor to provide external investment management services for one or more portfolios. The engagement emphasizes preservation of capital, prudent risk management, liquidity to support governmental and operational needs, stability through diversification and disciplined controls, and competitive risk-adjusted returns aligned with each portfolio’s investment horizon.

The selected firm will provide discretionary fiduciary investment management services, including portfolio construction, risk management, reporting, implementation, and transition support. Questions related to the solicitation must be submitted by May 15, 2026.

Source attribution

This Settle analysis is based on the issuing organization’s public RFP listing.