Investment Advisory Services

Type RFP Status Issued Number UA24-46 (Investment Advisory Services) Issue Date & Time 4/16/2024 03:30:01 PM (ET) Close Date & Time 5/13/2024 11:00:00 AM (ET) Time Left 12 days 13 hours 28 minutes 48 seconds Notes The City of Upper Arlington is currently soliciting proposals from qualified firms/institutions to provide professional investment advisory services to enhance the short and long-term investments in the City’s portfolio at a competitive price. Services required shall include the recommendation and implementation of appropriate investment transactions, according to the City’s investments and financial policies. The advisory firm may also be called upon to provide expertise in additional services such as cash management consulting, bond interest accounting and arbitrage rebate calculations. All responses must be received through IonWave. The City of Upper Arlington encourages all businesses, including minority and women-owned businesses to respond. Concat Info:- Name VALERIE PICCININNI Purchasing Administrator Address 3600 Tremont Road Upper Arlington, OH 43221 USA Phone Fax Email