Type : Bid Notification
NIGP 94648 Financial Advisor NIGP 94649 Financial Services (Not Otherwise Classified) NIGP 94656 Investment Management Services
NIGP 94648 Financial Advisor NIGP 94649 Financial Services (Not Otherwise Classified) NIGP 94656 Investment Management Services
[001-958-00] MANAGEMENT AND OPERATION SERVICES
The initial term of this position will be for three years.To be considered for a position on the IAG, a candidate shall possess experience and expertise in financial investments and management of investment portfolios for public, corporate, or union benefit funds, family offices, foundations, or endowments, and have provided similar services or acted as a CIO, CEO, or Trustee to a large sovereign wealth fund, endowment or trust fund (AUM greater than
Bid #GSDRFPKK2439 - Investment Advisory Services RFP Bid contact:Please log in to view Bid contact informationIssuing agency:Yolo County, CASee other Bids by this agencyIssuing department:GSD-General Services Department See other Bids by this departmentBid Comments: The County of Yolo is requesting proposals from qualified Financial Advisory Firms to provide Investment Advisory Services for the Yolo County Department of Financial Services per scope
OpenReference No.GSDRFPKK2439Due DateApril 26, 2024 at 4:00 PM PDTTime Remaining24 DaysBasic InfoRelease Date3/28/2024TypeRequest for ProposalCategoriesFinancial Consulting and AdvisoryInvestment/Financial Advisory
The City of Cleburne (City) is requesting sealed proposals for Consulting Services for 457(b) Deferred Compensation Plans. The City is seeking proposals from consultants with experience in deferred compensation, consulting, investment advisory and financial planning services, and with adequate personnel and data processing capacity to create and/or modify Investment Policy Statements (IPS) with a Fiduciary Audit.
The City of Cleburne (City) is requesting sealed proposals for Consulting Services for 457(b) Deferred Compensation Plans. The City is seeking proposals from consultants with experience in deferred compensation, consulting, investment advisory and financial planning services, and with adequate personnel and data processing capacity to create and/or modify Investment Policy Statements (IPS) with a Fiduciary Audit.