Investment Consulting Services

The government authority in Milwaukee, Wisconsin needs a vendor to provide investment consulting services for a three-year contract period. The buyer requires investment measurement services, annual operational and effectiveness reports for the select committee, search and screening services for new investment funds, investment education, plan governance and fiduciary support, recordkeeper and service-provider oversight, plan fees and benchmarking, and client service and data recovery following a disruption. The buyer limits eligibility to USA organizations for onshore work performed offsite. Vendors can submit proposals digitally through email or online. The buyer requests proposals to determine the budget. Bidders must submit all questions no later than September 22, 2026.