Investment Consultant Services

Overview

Financial, Legal, HR & Staffing

Wylie, Texas, United StatesPosted 21 days agoDeadline: May 21st, 2026

Fit Score

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SUMMARY

Wylie, Texas is soliciting an investment consultant to manage its employee retirement and post-employment benefits portfolios, including oversight of investment managers, reporting, and related services for a five-year term.

KEY REQUIREMENTS

Must be a registered investment advisor under the Investment Advisers Act of 1940
Must have at least five years of experience providing investment advisory services to public employee retirement systems
Must agree to act as a fiduciary to both the retirement plan and the OPEB trust
Must provide evidence of insurance coverage as specified in the solicitation
Must be able to attend quarterly meetings in person or virtually
Must maintain confidentiality and data security protocols

BUDGET

Estimate

$100,000 – $250,000

CONTRACT DURATION

60 months

TIMELINE

RFP Release Date: April 16th, 2026

Pre-Proposal Meeting: April 29th, 2026

Deadline for Questions: May 1st, 2026

Proposal Due Date and Time: May 21st, 2026

Interviews: Week of June 22nd, 2026

Contract Execution: Mid-to-late July 2026

QUESTION DEADLINE

May 1st, 2026

Issuing Agency

North Texas Municipal Water District

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DESCRIPTION

A government authority in Wylie, Texas seeks an investment consultant to support its Employee Retirement Plan and Other Post Employment Benefits Trust. The consultant will ensure uninterrupted pension consulting services by maintaining access to relevant plan data, documents, and investment records. Responsibilities include leading the due diligence, selection, and appointment of investment managers within the approved framework, preparing search materials and recommendations, and providing ongoing oversight.

The consultant is expected to develop standards for monitoring investment manager performance, deliver monthly asset statements, and furnish quarterly performance evaluation reports with benchmark and peer group comparisons. Additional duties involve assisting with diversification strategies, executing approved investment decisions such as rebalancing, manager changes, and tactical adjustments, as well as ongoing risk monitoring. Related services may include custodial searches, fee studies, and educational presentations.

The contract term will be five years, with a pre-bid meeting scheduled for April 29, 2026. Questions concerning the RFP must be submitted by May 1, 2026.

Source attribution

This Settle analysis is based on the issuing organization’s public RFP listing.