Investment Consultant Services

The government authority in Santa Ana, CA requires an onshore U.S. organization to provide offsite investment consultant services covering general investments, risk private equity, real assets, and real estate. The selected vendor must deliver ongoing advice and technical support to establish and refine portfolio strategic asset allocation, investment goals, objectives, and policies. Additionally, the scope includes providing asset class analytics, risk management services, and comprehensive due diligence on prospective managers, which encompasses operational due diligence of governance, organization, back office, accounting, risk, systems, and valuation methodologies. Interested applicants must submit all questions by October 19, 2026, and digital responses can be submitted via email or online, with the authority seeking proposals to determine the budget.