Request for Proposals
The Osage Nation (the "Nation") invites proposals from qualified investment advisory firms to provide comprehensive investment management services for two funds: the Permanent Fund and the Donation Fund, with a total portfolio value of $40 million. This engagement will also include the development of an updated Investment Policy Statement (IPS) in accordance with the Nation's financial objectives and guidelines.
Proposal packets, with full details, can be obtained from the Osage Nation Purchasing Office at 111 John Dahl Ave., Pawhuska, OK 74056 by contacting Ashley Lockett at 918.287.5344 or via email ashley.lockett@osagenation-nsn.gov.
Proposals must be received on or before 2:00 P.M. on Monday, May 12, 2025 at the Purchasing Office of the Osage Nation, 111 John Dahl Ave, Pawhuska, OK 74056.
Osage Preference will be applied in awarding the contract. The Osage Nation reserves the right to reject any and all responses.