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  5. ›Investment Consulting Services for WV BTI

West Virginia State Treasurers Office·West Virginia

Investment Consulting Services for WV BTI

Closes 2/12/2026$100k – $500kRequest for Proposal
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Description

The West Virginia State Treasurers Office is seeking investment consulting services for the West Virginia Board of Treasury Investments. The selected consultant will provide investment advice and consulting services for a fixed amount. The scope of work includes providing investment advice and consulting services on a quarterly basis. The contract is expected to be for a fixed amount, but the exact amount is not specified. Key considerations for the consultant include providing high-quality investment advice and consulting services, meeting the quarterly requirements, and complying with all terms and conditions contained in the solicitation. • The consultant will provide investment advice and consulting services on a quarterly basis. • The consultant will meet the quarterly requirements. • The consultant will comply with all terms and conditions contained in the solicitation. • The consultant will provide high-quality investment advice and consulting services.

Attached files

Contact

Kevin L Bowling(Buyer)

[email protected]

(304) 558-5000

Key dates

Opened
1/28/2026
Questions due
1/27/2026
Closes
2/12/2026

Last updated

Details

Type
Request for Proposal
Industry
Financial Services
NAICS
523110
Solicitation №
ARFP-0950-BTI2600000001-2

Budget estimate

$100,000 – $500,000

Based on the scope of work, which includes providing investment advice and consulting services on a quarterly basis, the budget for this opportunity is likely to be in the range of $100,000 to $500,000 per year, depending on the consultant's fees and the specific requirements of the contract. The budget may be influenced by factors such as the consultant's experience, the quality of their services, and the complexity of the investment advice and consulting services required.

AI estimate from the solicitation

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