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Notice Summary Metro is seeking proposals from qualified firms for: Safekeeping & Custody Services for Metro's Investment Securities Portfolio

Banking and Securities Dealing 523920 - Portfolio Management 523930 - Investment Advice 531390 - Other Activities Related to Real Estate 541110 - Offices of Lawyers 541120 - Offices of Notaries 541199 - All Other Legal Services 541340 - Drafting Services 541511 - Custom Computer Programming Services 541611 - Administrative Management and General Management Consulting Services 541613 - Marketing Consulting Services 541618 - Other Management Consulting

AC Transit Number:2019-1457Issued:01/31/2019Closing:02/28/2019 at 10:00 amTitle:CUSTODY/SAFEKEEPING BANK SERVICESProcurement Administrator:Jamell Woodard Jwoodard@actransit.orgPhone: 510-891-7258 Fax: 510-891-4818Description:AC Transit is seeking proposals from qualified financial institutions to provide Custody/Safekeeping Bank Services for cash and securities for the investment portfolio of the District.Procurement

Banking and Securities Dealing 523120 - Securities Brokerage 523920 - Portfolio Management 523930 - Investment Advice 523991 - Trust, Fiduciary, and Custody Activities 531320 - Offices of Real Estate Appraisers 531390 - Other Activities Related to Real Estate 541211 - Offices of Certified Public Accountants 541219 - Other Accounting Services 541611 - Administrative Management and General Management Consulting Services 541618 - Other Management

Banking and Securities Dealing 523120 - Securities Brokerage 523920 - Portfolio Management 523930 - Investment Advice 523991 - Trust, Fiduciary, and Custody Activities 531320 - Offices of Real Estate Appraisers 531390 - Other Activities Related to Real Estate 541219 - Other Accounting Services 541611 - Administrative Management and General Management Consulting Services 541990 - All Other Professional, Scientific, and Technical Services

The County Treasurer administers a fixed income portfolio of over $6.5 billion in total market value as of December 31, 2023 and is seeking an investment advisory firm to assist with portfolio management strategy and compliance, investment policy review, credit analysis, security purchase and sell recommendations, daily, monthly, and quarterly reporting, and financial markets analysis.