Pension Plan Investment Financial Institution & Advisory Services

Bid Postings • Pension Plan Investment Financial Institution Skip to Main Content Create a Website Account - Manage notification subscriptions, save form progress and more. Website Sign In Government Departments Residents & Visitors Business How Do I... Search Home Bid Postings Print Sign up to receive a text message or email when new bids are added! Print Bid Number: 2026-13 Bid Title: Pension Plan Investment Financial Institution & Advisory Services Category: Miscellaneous Status: Closed Description: The Employees’ Retirement and Benefit Fund of the City of Morgantown, WV hereinafter referred to as the "Fund" is soliciting proposals from qualified vendors to provide investment financial institution and investment advisory services for the Fund. The Fund has issued this Request for Proposals (RFP) to seek proposals from qualified financial institutions and investment advisory firms (Vendors) to provide certain investment advisory services for the Fund, in accordance with the specifications, terms and conditions of the RFP. “Services” include, without limitation, providing investment advisory services, objective expert advice, providing reports, reviewing and recommending revisions to investment policies, reviewing and recommending investment options, reviewing offering statements, participation agreements and disclosure documents (between the Board and account holders, reviewing and providing recommendation on the shareholder voting policy, giving recommendations on shareholder voting proxies, attending board and committee meetings, conducting due diligence reviews and any other additional matters as agreed upon by the Board and the Vendor. By signing and submitting its proposal, the successful Vendor agrees to be bound by all the terms contained in this RFP. An RFP is generally used for the procurement of services in situations where price is not the sole determining factor, and the award will be based on a combination of cost and technical factors (Best Value). Through its proposal, the bidder offers a solution to the objectives, problem, or need specified in the RFP, and defines how it intends to meet (or exceed) the RFP requirements. The initial term will begin on March 1, 2026, and will be for two (2) years, with the option of renewing upon the mutual written agreement of the parties for up to three (3) additional one (1) year periods, or until such time as the Board awards a purchase order pursuant to a new solicitation for the Services. Please see related documents for bidder instructions, general terms and conditions, and more. Publication Date/Time: 12/19/2025 7:00 AM Closing Date/Time: 1/22/2026 4:00 PM Related Documents: Employees Retirement and Benefit Fund - RFP for Investment Advisor Services Return To Main Bid Postings Page Live Edit Job Opportunities See current openings Agendas & Minutes Know before you go Notify Me® Stay informed Bids & RFPs View open postings Pay a Bill Pay your bill online Permits & Licenses Apply online Contact Us 389 Spruce Street Morgantown WV, 26505 Phone: 304-284-7405 Office Hours: Monday through Thursday 7 am to 5:30 pm More contact info > Popular Links Morgantown 2033 City Ambassadors New Business Checklist Employment Opportunities Police Department Fire Department /QuickLinks.aspx Helpful Links PATHWAYS to Help Volunteer Opportunities Submit a Service Request Agendas & Minutes Budget Information Watch City Meetings /QuickLinks.aspx Home Employee Extranet Site Map Accessibility Copyright Notices /QuickLinks.aspx Government Websites by CivicPlus® Loading Loading Do Not Show Again Close Arrow Left Arrow Right [] Slideshow Left Arrow Slideshow Right Arrow