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The West Virginia State Treasurer's Office is soliciting investment consulting services for the West Virginia Board of Treasury Investments to provide investment advice and consulting on a quarterly basis. The contract is a fixed-price engagement with award expected on or after the submission deadline. Questions are due 2026-01-27 and proposals close 2026-02-12.
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Proposals for investment advisory services to manage the day to day administration of the City's employe deferred compensation investment portfolio. Our current administrator is Benefit Financial Services Group (BFSG).
Posted Date
Jan 13, 2026
Due Date
Feb 2, 2026
Release: Jan 13, 2026
Close: Feb 2, 2026
Proposals for investment advisory services to manage the day to day administration of the City's employe deferred compensation investment portfolio. Our current administrator is Benefit Financial Services Group (BFSG).
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Under the direction of sib or its designee, analyze and evaluate asset allocation plans for the trust based on age groups of its beneficiaries as well as allocation for risk reduction. Review and analyze the investment performance of the program manager(s) of the trust using criteria developed by sib as well as criteria developed by the program manager(s) or outside consultants. Periodically, there may be additional evaluations comparing scholarshare 529 investment performance and fees to the performance between the national plans and/or other 529 state plans. Additional analysis may include other peer reviews, gap analyses, and/or feasibility studies and projections. Regularly review and propose changes to the investment policy and monitoring procedures as needed.
Posted Date
Dec 29, 2025
Due Date
Feb 4, 2026
Release: Dec 29, 2025
Close: Feb 4, 2026
Under the direction of sib or its designee, analyze and evaluate asset allocation plans for the trust based on age groups of its beneficiaries as well as allocation for risk reduction. Review and analyze the investment performance of the program manager(s) of the trust using criteria developed by sib as well as criteria developed by the program manager(s) or outside consultants. Periodically, there may be additional evaluations comparing scholarshare 529 investment performance and fees to the performance between the national plans and/or other 529 state plans. Additional analysis may include other peer reviews, gap analyses, and/or feasibility studies and projections. Regularly review and propose changes to the investment policy and monitoring procedures as needed.
AvailableProvide independent investment consulting and advisory services.
Posted Date
Jan 5, 2026
Due Date
Feb 6, 2026
Release: Jan 5, 2026
Close: Feb 6, 2026
Provide independent investment consulting and advisory services.
AvailablePrivate Equity & Private Credit Investment Consulting Service.
Posted Date
Jan 21, 2026
Due Date
Feb 18, 2026
Release: Jan 21, 2026
Close: Feb 18, 2026
Private Equity & Private Credit Investment Consulting Service.
AvailableSurface intent from meeting minutes, budgets, and contract expirations. Influence RFP requirements before competitors ever see them.
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