Invitation to Bid / Request for Proposal

Investment Advisor - Defined Benefit and OPEB Plans

Due Date:

Thursday, September 19th, 2013 @ 4:00 PM



The Town of Windsor is soliciting a Request for Proposal (RFP) from qualified individuals and firms who can provide full-retainer investment advisory services to the Town for its Retirement and Other Post Employment Benefit fund investments. The selected firm will demonstrate extensive experience and superior capability for providing investment advisory services in similar sized municipal pension plans including investment performance evaluation, evaluation of investment manager performance, review of investment guidelines with appropriate recommendations, asset allocation services, investment manager searches and other miscellaneous projects.