Investment Consultant Services

The government authority in Santa Ana, CA requires an investment consultant to provide general investment and total portfolio risk services, as well as advisory services for private credit, private equity, real assets, and real estate investments. The selected vendor must handle investment policy and asset allocation, strategic alternative investments advisory, sourcing, due diligence, and portfolio monitoring and reporting. Only USA onshore organizations are eligible to bid, and the work will be performed offsite. Vendors can submit their proposals digitally via email or online, and all questions must be submitted no later than October 19, 2026. The contract term is for three years, and the buyer is currently seeking budget proposals.