BANKING-9528 - USA (Fall River, Massachusetts) - Investment Advisory Services - Deadline November 12,2026

(1) Vendor needs to provide Investment Advisory Services to the government authority located in Fall River, MA.– Providing investment advisory services, and the number and location of offices.– Provide the address, telephone number and email address for the primary contact.– Current ownership structure and any affiliations or relationships, especially with banks, investment managers, broker–dealers, or administrative services providers.– Circumstances or incentives under which your firm, or any related party or individual, receives compensation, finder’s fees, commissions of any form – or any other benefit from investment managers or third parties.– Insure funds against theft and security breaches.– Developing and delivering investment advice to our organization.– Affirmative statement indicating that your firm acknowledges its fiduciary responsibility on all assigned investments managed on a discretionary basis.– Investment philosophy and process used in your asset allocation/portfolio construction; with a particular focus on non– profit organization or public higher education investment management.– Alternative investments in client portfolios, including the percentage of client assets currently allocated to alternatives.(2) All question must be submitted no later than October 29, 2026.