Search results for: brokerage and portfolio

Terms:#1 Jan 1, 2020 Dec 31, 2022 Project: Putnam CountyStatus: ActiveVendor: BRIANTE REALTY GROUPExtendable: NoDescription:REAL ESTATE BROKERAGE SERVICESEnd Date:31 Dec 2022Solicitation Number:RFP 8-19PIGGYBACK:NOOpportunity: REAL ESTATE BROKERAGE AND PORTFOLIO SERVICES View OpportunityFilesShow/Hide Download grid export Drag here to set row groupsDrag here to set column labels Name Type Date Created Action RFP 8-19.pdfOtherDec 30, 2019DownloadContract

REAL ESTATE BROKERAGE AND PORTFOLIO SERVICESPutnam County Back to list Contract DetailsTerms:#1 Jan 1, 2020 Dec 31, 2022 Project: Putnam CountyStatus: ActiveVendor: BRIANTE REALTY GROUPExtendable: NoDescription:REAL ESTATE BROKERAGE SERVICESEnd Date:31 Dec 2022Solicitation Number:RFP 8-19PIGGYBACK:NOOpportunity: REAL ESTATE BROKERAGE AND PORTFOLIO SERVICES View OpportunityFilesShow/Hide Download grid export Drag here to set row groupsDrag here to

Scope of Work Ramsey County, through the County Attorney Department, seeks insurance brokerage services for its commercial property and casualty insurance programs.The successful proposer will provide insurance marketing, placement and management services for commercial policies currently in the County’s portfolio and additional policies purchased during the term of engagement.

The selected Consultant will be responsible for all work necessary to provide investment advisory and portfolio management services to the City. Other Details Proposers must: • Be a registered Investment Advisor as defined and regulated by the Securities and Exchange Commission (SEC) and not a broker/dealer.

Open UC Davis Brokerage & Tenant Services RFP RFP for Brokerage and Tenant Services across the UC Davis and UC Davis Health Real Estate Portfolio Open 11/17/2017 7:00 AM PST Close 12/6/2017 5:00 PM PST Type RFx Number RFx-FY2018-883 Contact BRITANY DUYANOVICH bduyanovich@ucdavis.edu Details   View as PDF Respond Now

The City intends to select and contract with a consultant based on its ability to perform various portfolio analyses, advise the City routinely through market reports and direct consultation. The consultant must also provide Introducing Broker (IB) or Guaranteed Introducing Broker (GIB) services for at least two Futures Commission Merchants (FCM). The City will select one FCM from among those offered by the consultant. E-Bidding No

Please provide a copy of SEC Form ADV, Parts I and II with the RFP. 2)Be independent of any financial institution or securities brokerage firm or shall fully disclose any relationships with such financial institution and/or securities brokerage firm relevant to the firm’s relationship with the entity. 3)Have a minimum of five years’ experience in providing the services requested to public agencies in an investment advisor capacity. 4)Have a minimum