Investment Consultant 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
Proposals are available via written request before April 9th, 2026.
Proposals must be submitted and received by April 9th, 2026, at 12:00 PM.
Finalist interviews are anticipated in March and/or April.
An award is expected within 60 days of April 9th, 2026.
Issuing Agency
Lexington Contributory Retirement System
Organization overview and procurement intelligence available on paid plans.
DESCRIPTION
The government authority in Lexington, Massachusetts is requesting proposals from qualified vendors to provide investment consultant services. The selected consultant will be expected to support the authority with strategic guidance and recommendations related to managing investments.
The scope of services may include, but is not limited to, advising on investment policies, asset allocation, manager selection, performance evaluation, and ongoing investment oversight. The consultant should demonstrate proven experience in working with public sector clients or similar government entities.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.