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City of Wellesley·Massachusetts

Investment Consulting Services

Closes 8/6/2026$50k – $200kRequest for Proposal
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Description

The Wellesley Contributory Retirement Board and the Town of Wellesley are seeking investment consulting services for the Wellesley Contributory Retirement System and the Town of Wellesley Other Post-Employment Benefits (OPEB) Trust. The selected consultant will provide expert advice on investment strategies and portfolio management. • The consultant will be responsible for providing investment recommendations and guidance to the Board and the Town. • The consultant will be expected to have experience in working with public pension funds and OPEB trusts. • The consultant will be required to provide regular reports and updates on the investment portfolio's performance. • The consultant will be expected to work closely with the Board and the Town's staff to ensure that the investment objectives are met.

Attached files

The solicitation documents live at the source — open the bid source above to download them.

Contact

Lynn Whynot(Contact Person)

[email protected]

(781) 489-4238

Key dates

Opened
7/1/2026
Closes
8/6/2026

Last updated

Details

Type
Request for Proposal
Industry
Financial Services
NAICS
523920
Solicitation №
2026InvestmentConsulting

Budget estimate

$50,000 – $200,000

The budget for this opportunity is likely to be a professional services contract with a value in the range of $50,000 to $200,000 per year, depending on the scope of work and the consultant's fees. The actual budget will depend on the specific services provided and the consultant's experience and qualifications. Factors that may influence the likely payment range include the size of the pension fund and OPEB trust, the complexity of the investment portfolio, and the level of expertise required to provide the consulting services.

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