Investment Advisor Service

The Public Entity Joint Insurance Fund requires investment advisor services for the 2027 calendar year commencing January 1, 2027, or upon appointment. The selected vendor must offsite review and appraise account investments at reasonable intervals, including all additions, substitutions, and alterations. Eligibility is limited to onshore USA organizations, and vendors must carry insurance coverage and disclose any conflicts of interest or New Jersey Small Business Enterprise registration. Applicants must submit one original paper copy and one electronic copy on a flash drive to Madeline Delgado in Iselin, NJ, by 10:00 a.m. EDT on November 6, 2026. Proposals must contain contact details, vendor background, staff resumes, references, New Jersey presence details, and an annual flat-fee proposal for the 2027 fund year. The Fund evaluates responsive applicants based on their general approach, documented experience with similar contracts, staff qualifications, and overall ability to meet requirements within the timeline, selecting the vendor most advantageous based on price and other factors.