When is the submission deadline?

Submissions are due June 30, 2026. Questions must be submitted by June 26, 2026.

It was issued by Stark State College. The work is located in North Canton, Ohio, United States.

Who is a good fit for this opportunity?

Registered investment advisory (RIA) firm with experience serving government or institutional clients. Demonstrated expertise in public and alternative markets. Proven track record in asset allocation, policy guidance, and investment reporting. Ability to provide educational support and market insights. Presence or capacity to operate in Ohio.

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Investment Advisory Services

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Overview

Financial, Legal, HR & Staffing

North Canton, Ohio, United StatesPosted: June 4th, 2026Deadline: June 30th, 2026

Fit Score

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SUMMARY

The government authority in North Canton, Ohio seeks a qualified firm to deliver investment counsel, strategy, and reporting for its various investment funds.

KEY REQUIREMENTS

Must be a registered investment advisor under the Investment Advisors Act of 1940.
Must have been in existence for at least three years.
Must have senior members with at least five years of advising/consulting experience servicing institutional clients.
Must agree to act as a fiduciary under Ohio law.
Must maintain errors and omissions insurance and fiduciary liability insurance.
Must demonstrate at least $1,000,000 of insurance covering acts of fraud or dishonesty.
Must not delegate fiduciary responsibilities.
Must be completely independent with no affiliations or agreements with asset management companies or broker-dealers.

CONTRACT DURATION

60 months

TIMELINE

June 1st, 2026: RFP issued.

June 26th, 2026: Deadline for questions at 4:00 PM ET.

June 29th, 2026: End of question and answer period.

June 30th, 2026: Proposals due by 5:00 PM ET.

QUESTION DEADLINE

June 26th, 2026

CONTACTS

Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

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Issuing Agency

Stark State College

Organization overview and procurement intelligence available on paid plans.

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DESCRIPTION

A government authority in North Canton, Ohio seeks a vendor to provide comprehensive investment advisory services for its existing and future investment funds. The selected firm will offer asset allocation strategies, education on a range of investment topics, performance analysis, and regular reporting to the board.

Key responsibilities include ongoing guidance on investment policies, strategies, and guidelines, as well as performance monitoring and diligent oversight of public market managers. The advisor is expected to assist with alternative investments, offer relevant market research and education, and provide annual market commentary and strategic views for the authority's investment planning. Support for higher education funds is also required.

All questions regarding the proposal must be submitted no later than June 26, 2026.

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Frequently asked questions

When is the submission deadline?: Submissions are due June 30, 2026. Questions must be submitted by June 26, 2026.
Who issued this RFP?: It was issued by Stark State College. The work is located in North Canton, Ohio, United States.
Who is a good fit for this opportunity?: Registered investment advisory (RIA) firm with experience serving government or institutional clients
Demonstrated expertise in public and alternative markets
Proven track record in asset allocation, policy guidance, and investment reporting
Ability to provide educational support and market insights
Presence or capacity to operate in Ohio

Analysis generated by Settle AI from the source RFP.

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Investment Advisory Services (Due June 30, 2026) | Settle RFP Hunter