Professional Conservatorship Investment Services

Overview

Financial, Legal, HR & Staffing

Salem, Oregon, United StatesPosted about 1 month agoDeadline: April 22nd, 2026

Fit Score

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SUMMARY

The government seeks a provider to manage and consult on conservatorship investment portfolios, review client needs, and deliver staff training in Salem, Oregon.

KEY REQUIREMENTS

Must be licensed by the Oregon Division of Financial Regulation
Key Person must have a minimum of seven years of experience in financial advising
Key Person must be a licensed Investment Advisor Representative
Must demonstrate knowledge of professional fiduciary or conservatorship services
Must be authorized to transact business in the State of Oregon

BUDGET

Estimate

$150,000 – $500,000

CONTRACT DURATION

24 months

TIMELINE

Pre-Proposal Conference: April 8th, 2026

Questions Due: April 8th, 2026

Answers Issued: April 9th, 2026

Opening Date: April 22nd, 2026

Notice of Intent to Award: May 15th, 2026

QUESTION DEADLINE

April 8th, 2026

Issuing Agency

Department Of Administrative Services, State Procurement Services

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DESCRIPTION

A government authority located in Salem, Oregon is seeking a vendor to provide professional conservatorship investment services. The selected firm will be responsible for reviewing all existing investment portfolios, managing the investment needs for conservatorship accounts, and assessing clients under conservatorship for future investment requirements.

Additionally, the contractor will be expected to deliver consultation, provide ongoing advice, and offer training to staff members. The contract is set for a two-year period. Interested vendors are required to submit all questions by April 8, 2026, with a pre-bid meeting scheduled for the same date.

Source attribution

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