Investment Advisor Services

From: Brownsville(City)
093-24-FIN-RFP

Basic Details

started - 24 Mar, 2024 (1 month ago)

Start Date

24 Mar, 2024 (1 month ago)
due -

Due Date

N/A
Bid Notification

Type

Bid Notification
093-24-FIN-RFP

Identifier

093-24-FIN-RFP
City of Brownsville

Customer / Agency

City of Brownsville
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Project: Investment Advisor Services Ref. #: 093-24-FIN-RFP Type: RFP Status: Open Open Date: Mar 24th 2024, 8:00 AM CDT Questions Due Date: Apr 10th 2024, 5:00 PM CDT Contact Information: Damian Espinoza, Damian.espinoza@brownsvilletx.gov Close Date: Apr 30th 2024, 3:00 PM CDT Days Left: < 1 Project Description:The City of Brownsville is seeking proposals from investment advisors who are registered with the Securities and Exchange Commission and the Texas State Securities Board to provide non-discretionary portfolio management services for the City's investment portfolio. Important Events:OngoingOpen DateOnline PortalPosting date for the OpportunityMar 24th 2024, 8:00 AM CDTN/AUpcomingClose DateOnline PortalDeadline for SubmissionsApr 30th 2024, 3:00 PM CDTN/AUpcomingProposal OpeningMicrosoft Teams- Virtual MeetingClick here to enter meeting:
href="https://teams.microsoft.com/l/meetup-join/19%3ameeting_NmY1NzI1MGQtNzJlOS00NTYwLTgzZWUtOGQ3ZDJkMTgyMjdi%40thread.v2/0?context=%7b%22Tid%22%3a%22c30e4065-a0a1-41b1-a77f-03a5d3ed092a%22%2c%22Oid%22%3a%2205018361-d34e-4b48-a097-4df228d5b426%22%7d" target="_blank">https://teams.microsoft.com/l/meetup-join/19%3ameeting_NmY1NzI1MGQtNzJlOS00NTYwLTgzZWUtOGQ3ZDJkMTgyMjdi%40thread.v2/0?context=%7b%22Tid%22%3a%22c30e4065-a0a1-41b1-a77f-03a5d3ed092a%22%2c%22Oid%22%3a%2205018361-d34e-4b48-a097-4df228d5b426%22%7d Meeting ID: 233 119 232 384 Passcode: XdnzbE Download Teams | Join on the web Or call in (audio only) +1 321-430-2366,,266136472# United States, Orlando Phone Conference ID: 266 136 472#Apr 30th 2024, 3:01 PM CDT - Apr 30th 2024, 3:15 PM CDTNoPassedPre-Proposal MeetingMicrosoft Teams- Virtual MeetingClick here to join the meeting:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OTBhNDdiYjAtZmJhMi00NWMwLTkzZTItMzVhMzA3YmIxY2Fh%40thread.v2/0?context=%7b%22Tid%22%3a%22c30e4065-a0a1-41b1-a77f-03a5d3ed092a%22%2c%22Oid%22%3a%2205018361-d34e-4b48-a097-4df228d5b426%22%7d Meeting ID: 253 894 724 754 Passcode: FKF4F9 Download Teams | Join on the web Or call in (audio only) +1 321-430-2366,,431277661# United States, Orlando Phone Conference ID: 431 277 661#Apr 3rd 2024, 10:00 AM CDT - Apr 3rd 2024, 11:00 AM CDTNoPassedQuestions Due DateOnline PortalDeadline to submit QuestionsApr 10th 2024, 5:00 PM CDTN/A Supporting Documentation:Addendum 1 - 093-24-FIN-RFP - Investment Advisor Services.pdfOtherDocument - Addendum #1Apr 16th 2024, 3:53 PM CDT - Forms to be signed.pdfDocumentationPlease download and signMar 21st 2024, 3:41 PM CDT - Included in all solicitations.pdfDocumentationGeneral InformationFeb 23rd 2022, 1:52 PM CST - RFP Investment Advisor Services - Final Version 03.21.24.pdfDocumentationPlease download and reviewMar 21st 2024, 3:10 PM CDT - Commodity Codes: NIGP 94648 Financial Advisor NIGP 94649 Financial Services (Not Otherwise Classified) NIGP 94656 Investment Management Services NIGP 94675 Securities and Commodities Market Services, Including Direct or Indirect Purchases, Sales and Transitions of Equities, Fixed Income, Options and Derivatives

PO Box 911 Brownsville, TX 78522Location

Address: PO Box 911 Brownsville, TX 78522

Country : United StatesState : Texas

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