Investment Management Advisory Services

The government authority in Santa Fe, NM requires an independent vendor to provide investment management advisory services. The buyer demands a vendor free from conflicts of interest and equipped with all applicable licenses, registrations, and regulatory approvals. The requested scope includes providing overviews of economic conditions, portfolio observations, investment strategies, asset allocations, and market values alongside changes versus prior periods. Additionally, the selected vendor must assist in developing, reviewing, or recommending benchmarks annually. Eligibility restricts participation strictly to USA organizations performing work offsite. The buyer has not specified a fixed budget and seeks proposals to establish costs. Interested vendors must submit all questions no later than September 29, 2026.