Investment Consulting Services
Location:
Ukiah, California, United States
Posted on:
Deadline:
Summary:
Ukiah, California seeks a firm for multi-year investment consulting services, including policy review, manager oversight, performance evaluation, and custodial advice.
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A government authority located in Ukiah, California is seeking investment consulting services for a four-year period. The selected vendor will conduct investment policy and asset and liability studies, as well as provide a comprehensive review and analysis of investment policies, objectives, asset allocation, and portfolio structure. Recommendations for changes will be expected where appropriate.
The contractor will oversee investment managers, including conducting searches and selections, and will deliver advice on allocation, manager mandates, and relevant performance benchmarks. Additional duties include performance evaluation and reporting for the total fund, asset classes, and individual investment managers, benchmarked against peer group samples. The consultant may also assist in custodial arrangements, undertaking searches and review services for custodians.
Questions regarding the RFP must be submitted by March 16, 2026.
Best-fit vendors:
• Established investment consulting firm with government sector experience
• Demonstrated expertise in asset allocation, policy analysis, and manager selection
• Strong record of performance reporting and peer benchmarking
• Ability to advise on custodial arrangements
• Presence in California or understanding of state and local regulations
