Wellesley Civic Plus #2026InvestmentConsulting

Wellesley Seeks Investment Consulting Services for Retirement System and OPEB Trust

This opportunity involves the Wellesley Contributory Retirement Board and the Town of Wellesley seeking investment consulting services for their Retirement System and OPEB Trust. - Government Buyer: - Wellesley Contributory Retirement Board and the Town of Wellesley - Contact: Lynn Whynot - OEMs and Vendors: - No specific OEMs or vendors are named in the solicitation - Products/Services Requested: - Investment consulting and advisory services for the Wellesley Contributory Retirement System and the Town's OPEB Trust - No part numbers or specific purchase quantities are provided - Unique or Notable Requirements: - Proposals must demonstrate expertise in managing public retirement and OPEB trust investments - Open to experienced investment consultants - No hardware, software, or tangible products are being procured; this is a professional services opportunity

Description

The Wellesley Contributory Retirement Board and the Town of Wellesley are seeking proposals from qualified entities to serve as Investment Consultant for the Wellesley Contributory Retirement System and the Town of Wellesley Other Post-Employment Benefits (OPEB) Trust. The solicitation invites experienced consultants to provide investment advisory services. The bid is open with a closing date of August 6, 2026, and a bid opening date of August 10, 2026. Interested parties should contact Lynn Whynot for further information.

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