Investment Consultant Service
- Client
- Taylor, TX.
- RFP Number
- BANKING-9471
- Posted
- 10/9/2026
- Category
- Banking Services
- Budget
- Looking for Proposals
- NAICS
- —
- Set-aside
- —
- Contact
- —
Description
AI GeneratedThe city government authority in Taylor, TX requires a vendor to provide offsite investment consultant services for its plan. The selected vendor must handle investment policy reviews and updates, plan design, fund selection, fee benchmarking, participant education, quarterly reporting, manager searches, compliance support, cybersecurity advice, and fiduciary documentation. Only onshore USA organizations are eligible to apply for this opportunity. Interested applicants must submit all questions by October 21, 2026, and deliver their digital proposals via email or online portal.
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