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Fiduciary Investment Consultant

Active

State & Local

Response Deadline11/20/2026, 08:00:00 AM UTC

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

AI Contract Overview

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This subcontract opportunity is for a Fiduciary Investment Consultant to provide independent investment monitoring and fiduciary advisory services for prime contractors managing Central Washington University retirement plan projects. The selected provider must hold Registered Investment Adviser status to conduct investment manager research, perform due diligence, and execute fee benchmarking. Key responsibilities include the development and monitoring of the Investment Policy Statement and the delivery of formal investment recommendations. The consultant is required to provide quarterly investment reporting and updated policy documentation to ensure fiduciary compliance. This project is based in Kittitas, Washington, under NAICS code 523930. Interested parties must submit their responses by November 20, 2026.

General Info

RIA to provide fiduciary investment consulting for CWU retirement plans by November 2026.

Agency

Central Washington University

NAICS

523930 - Investment Advice

Place of Performance

Kittitas, WA, USA

Set-Aside

NONE

Documents

This scope was carved out of 26-010.

The full solicitation package (1 document), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

Investment Advisory Services

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Timeline

PostedOct 26

subcontract

Response DeadlineNov 20

Submission deadline

Response Deadline

11/20/2026, 08:00:00 AM UTCin 24 days

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Organization & Contact Information

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AgencyCentral Washington University

ContactsNo contacts available

OfficeN/A

Organization / AgencyCentral Washington University

Office AddressN/A

ContactsNo contact information available

Full Description

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Performs independent investment monitoring and fiduciary advisory services for prime contractors on Central Washington University retirement plan projects. Conducts investment manager research, due diligence, and fee benchmarking. Develops and monitors the Investment Policy Statement (IPS) and provides quarterly investment reporting. Requires Registered Investment Adviser (RIA) status. Delivers quarterly reports, updated IPS, and formal investment recommendations.

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