Investment Consulting Services

The Weymouth Retirement Board seeks proposals from qualified firms to provide investment consulting services and serve as a non-discretionary fiduciary for the Weymouth Contributory Retirement System. The required scope includes investment policy review, manager due diligence and selection, asset allocation, forecasting, risk management, and performance measurement and evaluation. The board conducts this competitive procurement under Massachusetts General Law, Chapter 32, § 23B to identify a cost-efficient consultant that meets its objectives. Eligible bidders must operate onshore within the USA and perform the work onsite in Massachusetts. Selected final candidates must comply with Massachusetts G.L. Chapter 32, follow PERAC 840 CMR investment guidelines, and complete required PERAC supplemental disclosures and certification documents. Bidders must submit proposals digitally via email or online, while the board seeks proposal responses to determine the budget. Bidders can obtain the main RFP document by mail and must direct all questions via email to [email protected] using the subject line "INVESTMENT CONSULTANT RFP."