Investment Advisor Services

The government authority located in New York requires an onshore United States organization to provide independent investment advisory and consulting services. The selected vendor must support the agency's investment program, fiduciary responsibilities, asset management objectives, and long-term financial goals. The buyer mandates that the vendor perform all work offsite. The buyer currently seeks proposals to determine the budget, as specific financial allocations are unavailable in the preliminary notice. Additionally, the source does not provide the main RFP document, evaluation criteria, or key submission dates.