Investment Advisory Services
Overview
Fit Score
Settle Intelligence
Settle helps teams find, evaluate, and respond to public RFPs. We continuously surface new opportunities, score them against your company strengths, and draft proposal responses so you can focus on the work that wins business.
SUMMARY
KEY REQUIREMENTS
BUDGET
EstimateCONTRACT DURATION
TIMELINE
RFP issued: April 3rd, 2026
Deadline for questions: April 10th, 2026
LSC responds to questions: April 17th, 2026
Deadline for proposals: April 24th, 2026
Evaluation and reference check period: April 27th, 2026 – May 8th, 2026
Notification and contract negotiations: May 11th, 2026 – May 15th, 2026
Performance begins: Mid-May, 2026
QUESTION DEADLINE
Issuing Agency
Legal Services Corporation
Organization overview and procurement intelligence available on paid plans.
DESCRIPTION
A government authority in Washington, DC seeks an experienced vendor to provide comprehensive investment advisory services. The scope includes developing and implementing investment strategies, supporting the creation and oversight of the investment policy statement, and managing endowment and restricted funds.
The awarded firm will provide advice on liquidity and cash management, deliver robust reporting and analytics, and offer regular performance and analytics reports. Written recommendations regarding portfolio adjustments, annual reviews with updates to the investment policy, support for audit inquiries as they relate to investments, and fee transparency reporting are required. The contract also involves preparing a transition plan and an implementation timeline, with a three-year contract duration.
Questions regarding the proposal are due by April 10, 2026.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.