Investment Consulting Services
Overview
Settle Signals
Market intelligence for public sector sales teams
RFP Hunter shows what is open. Settle shows what is forming.
Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.
SUMMARY
DESCRIPTION
A government authority in Sarasota, Florida is seeking a qualified vendor to provide investment consulting services for its employee benefits trust. The trust funds health, prescription, dental, and life insurance benefits for retired City employees and their eligible dependents, commonly referred to as other post-employment benefits.
The selected consultant will be expected to research and recommend a diversified portfolio that complies with the City's investment guidelines, support portfolio rebalancing in coordination with the City and Investment Manager, and provide monthly reports on portfolio holdings and transactions by the fifth working day of each month. The consultant will also reassess the portfolio periodically and recommend changes to the Investment Policy and/or alternative managers as needed to help the City achieve its investment objectives.
Questions are due by July 24, 2026. The anticipated contract term is one year.
Similar RFPs
Frequently asked questions
- When is the submission deadline?
- Submissions are due August 19, 2026.
- Who is a good fit for this opportunity?
- Registered investment advisory firm with public sector consulting experience
- Expertise in OPEB or retiree benefit trust investment management
- Strong background in portfolio construction, asset allocation, and risk oversight
- Experience developing recommendations aligned with formal investment policies
- Capability to provide timely monthly performance and transaction reporting
- Familiarity with working alongside government finance teams and external investment managers
- Demonstrated track record advising municipal or employee benefit funds
Analysis generated by Settle AI from the source RFP.
RFP Hunter shows what is open. Settle shows what is forming.
Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.