Professional Investment Advisory and Management Service
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
EstimateTIMELINE
RFP Released: March 9th, 2026
Proposal Issuance: March 9th, 2026
Deadline for Questions: March 12th, 2026
Question Deadline: March 12th, 2026
Addendum Issuance: March 19th, 2026
Proposal Submission Deadline: March 26th, 2026 at 11:00 AM
Interviews/Presentations: May 27th, 2026 to May 29th, 2026
Selection and Notification: TBD
Anticipated Start Date: TBD
QUESTION DEADLINE
Issuing Agency
Union County College Foundation
Organization overview and procurement intelligence available on paid plans.
DESCRIPTION
The government authority in Cranford, New Jersey, is seeking a firm to provide professional investment advisory and management services for the Foundation's investment portfolio. The selected partner will be responsible for managing the Foundation's portfolio in accordance with its Investment Policy and prevailing fiduciary standards, ensuring prudent stewardship of funds.
Key responsibilities include preparing comprehensive quarterly and annual performance reports, actively engaging in meetings with the Foundation's Finance Committee, and providing expert recommendations related to investment policy, asset allocation, and market outlooks. The firm must ensure strict compliance with all applicable federal and state laws governing nonprofit investments.
Exceptional client service is required, including ongoing accessibility to investment managers and responsiveness to Foundation needs.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.