Summary
The State of Oregon (DAS Procurement Services) on behalf of the Oregon Department of Veterans' Affairs (ODVA) seeks a professional investment advisor to provide conservatorship investment services including portfolio review, ongoing investment management, consultation, and staff training for veterans under ODVA conservatorship. The contract's initial term is anticipated to be two years with options to renew and the procurement method is Competitive Sealed Proposal. Proposers must demonstrate key-person experience (minimum seven years) and submit required forms including price proposal, disclosure affidavit, references, and COBID outreach/certification.