Project Information

Bid Title

Investment Consulting Services

Issuing Agency

Town of Wellesley

Location

Massachusetts

Published Date

Jul 1, 2026

Closing Date

Aug 6, 2026

Government Level

State & Local

Status

Closed

Ref. #

2026InvestmentConsulting

Original Source

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Bid Documents

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Project Description

Bid Number:	2026InvestmentConsulting
Bid Title:	Investment Consulting Services
Category:	Goods & Services
Status:	Open

Description: The Wellesley Contributory Retirement Board and the Town of Wellesley invite 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. Publication Date/Time: 7/1/2026 12:00 AM Closing Date/Time: 8/6/2026 4:00 PM Bid Opening Information: 08/10/2026 Contact Person: Lynn Whynot lwhynot@wellesleyma.gov 781-489-4238 Related Documents: View Document(s)

Commodity Codes

• NAICS 523930Investment Advice
• NAICS 541611Administrative Management and General Management Consulting Services
• NAICS 541618Other Management Consulting Services

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