Independent Investment Advisor Services
Overview
Fit Score
Settle Intelligence
Settle helps teams find, evaluate, and respond to public RFPs. We continuously surface new opportunities, score them against your company strengths, and draft proposal responses so you can focus on the work that wins business.
SUMMARY
DESCRIPTION
A government authority in Providence, Rhode Island is seeking an independent investment advisor to provide professional advisory services. The selected firm will support the authority in establishing and maintaining sound investment practices and oversight.
Scope of work includes development and recommendation of an investment policy statement, analysis and recommendations related to existing asset allocations, and ongoing investment monitoring. Proposals are also expected to address the firm's organizational history, client services and quality assurance approach, and investment advising capabilities.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.