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 Milwaukee, Wisconsin is seeking investment consulting services for a three-year contract period. The selected consultant will provide investment measurement services and support the select committee in evaluating the operation and effectiveness of the plan.
Services will include preparing an annual report, searching for and screening new or additional investment funds, providing investment education, and supporting plan governance and fiduciary responsibilities. The consultant will also oversee recordkeepers and other service providers, evaluate plan fees and benchmarking, and support the recovery of client services and data following a disruption.
All questions must be submitted by September 22, 2026. Proposals are due October 6, 2026.
Similar RFPs
Frequently asked questions
- When is the submission deadline?
- Submissions are due October 6, 2026.
- Who is a good fit for this opportunity?
- Investment consulting firm with public-sector or institutional retirement plan experience
- Expertise in investment measurement, fund selection, governance, and fiduciary support
- Proven experience overseeing recordkeepers and plan service providers
- Capability to deliver fee benchmarking, investment education, and annual plan reports
- Established business continuity and data recovery procedures
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.