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This RFP has expired (deadline Nov 2, 2026). Submissions are no longer accepted. The listing stays here for reference for a few weeks. Browse live RFPs or see open Financial Services RFPs.
Expired

Investment Advisory and Consulting Services for Tribal Investment Program

Buyer
Saint Regis Mohawk Tribe
Place of performance
Offsite
Response deadline
Nov 2, 2026Deletes on Nov 16, 2026
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What the buyer needs

AI summary

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.

Scope of work

  • Independent investment advisory services
  • Consulting services to support the Tribe's investment program
  • Support for fiduciary responsibilities, asset management objectives, and long-term financial goals

Minimum qualifications

  • Qualified and experienced Investment Advisors