Search results for: investment advisory and consulting

Terms:#1Mar 15, 2021 Mar 13, 2025Project:Port of EverettStatus:ActiveVendor:Government Portfolio AdvisorsExtendable:Yes Description:Provide investment advisory consulting services. Value:$36,000.00Contract Number:2-2021-03Competitive Process:Direct BuyFunding Source:Port FilesShow/Hide Download grid export Drag here to set row groupsDrag here to set column labels Name Type Date Created Action No Rows To Show Columns Name to of Page of

Post InformationPosted At:Tue, Nov 22, 2022 9:30 AMSealed Bid Process:Yes (Bids Sealed / Pricing Sealed)Private Bid:No1. Introduction1. SummaryGeneral work description: The intent of this solicitation is to enter into a contract with a qualified consultant to provide investment advisory consulting services for Frederick County Public Schools Other Post Employment Benefit Trust (OPEB) investments.2.

Bid Solicitation Details Bid Status Details for Investment Advisory and Consulting Services - Request for Professional Services, TRE20101-INVESTMENT Solicitation Ad Date10/4/2019Deadline for Bid Responses11/1/2019 at 4:00 p.m.

Bid/Proposal No. 2019 PGC P Description 2019 Prince George's County Pension Plans Investment Advisory Consulting Service Issue Date 4/11/2019 2:00 PM Pre-Bid Conference Date 5/13/2019 12:00 PM Closing/Opening Date 5/24/2019 12:00 PM Plan/Spec. Cost $0.00  Commodity/Service Code   Construction Only No MBE Restriction No Bid Status Open

CURRENT PLAN INVESTMENT OPTIONS (AS OF 3/31/2021) Fund Name Symbol Asset Class Balance American Century Mid Cap Value R6 AMDVX Mid Cap $9,024,437.32 American Funds American Balanced R6 RLBGX Balanced $18,920,266.17 American Funds Capital World G/I R6 RWIGX International $22,280,689.52 BlackRock Mid-Cap Growth Equity Instl CMGIX Mid Cap $17,802,327.97 ClearBridge Large Cap Growth IS LSITX Large Cap $24,530,395.58 Dodge & Cox Income Fund DODIX Bond

(DISTRICT) intends to procure financial investment advisory and consulting services (SERVICES).

Number 7960 Title Employee Retirement Savings Plans- Plan Consulting & Investment Advisory Services Available Date 12/8/2023 2:30 PM Clarification Deadline 12/19/2023 2:00 PM Due Date 1/9/2024 10:30 AM Contact Information mmccauley@waterburyct.org Bid Type RFP