10 ways PSG will ease this process for you:


  • Develop the Request for Proposals (RFP) and issue it on your behalf or provide copy to you to issue directly.
  • Provide any needed addendums to the RFP and respond to proposer questions.
  • Review and qualify the proposals for conformance to your requirements.
  • Develop clear comparisons between proposals in order to facilitate your smooth decision-making process.
  • Review proposals with you and your evaluation team in order to determine the best qualified proposals. This step is intended to narrow the field of firms to be interviewed.
  • Coordinate and participate in interviews with finalists.
  • Assist you in selecting the Investment Advisor to be awarded your contract.
  • Provide draft contract for your organization to negotiate with selected advisor, and help you negotiate the final agreement. If your purchasing rules allow, PSG will also assist in negotiating final pricing if it appears practical to do so.
  • Assist you in developing any material needed to gain governing body approval for contract award.
  • Be available to answer follow-up questions and to review overall satisfaction with your Investment Advisor relationship after one year of service.