Investment Advisory Services for the Morongo Band of Mission Indians’ Wealth Management
Issue Date: 04/29/2024
Closing Date: 05/29/2024 5:00pm
Statement of Purpose
The Morongo Band of Mission Indians (“Tribe”) is releasing this Request for Proposal (“RFP”) to solicit firms interested in performing Investment Advisory Services for the Tribe’s Investments and Endowments. This RFP is soliciting services for an Investment Advisor to provide a holistic approach to the Tribe’s Wealth Management. This holistic approach should include the review and implementation of the investment policy, review and suggestions on investment options, communications to Tribal Council, and possibility of assessing, reviewing, and recommending alternative to the current assets for the Tribe.