Investment Consulting Services
Location:
Ukiah, California, United States
Posted on:
Deadline:
Summary:
The government authority in Ukiah, California requires a firm to provide comprehensive, non-discretionary investment consulting services under a four-year contract.
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The government authority located in Ukiah, California is seeking a vendor to provide comprehensive, full-retainer, non-discretionary general investment consulting services. The selected investment consultant will act in a fiduciary capacity and must formally acknowledge the firm's fiduciary status in writing, without qualification.
All questions related to the request must be submitted no later than March 16, 2026. The resulting contract is anticipated to last for a four-year period, supporting the authority’s financial and investment decision-making needs throughout its term.
Best-fit vendors:
• Registered investment advisory firms with expertise in full-retainer consulting
• Demonstrated experience serving public sector or government entities
• Proven track record in fiduciary investment consulting
• Ability to commit to a multi-year engagement
