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A government agency in Rhode Island issued “Independent Investment Advisor Services” (RFP). Solicitation BANK-0355 closed on June 10, 2026. Eligibility: Only for USA Organization. Submissions via Online Portal.
The Vendor is required to provide for independent investment advisor services
- Services:
• Development and recommendation of an investment policy statement;
• Analysis and recommendations of existing asset allocations;
• On-going investment monitoring;
• Preparing semi-annual or quarterly (will need to quote on both scenario’s) reports regarding the items above, and presenting such reports on a semiannual basis.
Ask any question about the RFP and its amendments. Instantly surface schedules, deliverables, compliance items, evaluation criteria, and budget details with 100% source-backed answers.
Quick answers about deadlines, eligibility and submission for this solicitation.
No. This opportunity (BANK-0355) closed on June 10, 2026. See similar open RFPs below.
A government agency in Rhode Island. The buyer's contact and submission details are in the solicitation documents.
Only for USA Organization.
Submissions are accepted via Online Portal. Follow the instructions in the solicitation documents.
Contract term: 1 year.
Questions and inquiries must be submitted by May 18, 2036.
Yes. After purchase, with a subscription or during a free trial, the RFPPlanet AI Assistant answers questions sourced from this RFP’s documents, such as requirements, evaluation criteria and key dates.
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