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Investment Advisory Services

expired opportunity(Expired)
From: Kern(County)
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Basic Details

started - 16 Feb, 2024 (2 months ago)

Start Date

16 Feb, 2024 (2 months ago)
due - 29 Mar, 2024 (28 days ago)

Due Date

29 Mar, 2024 (28 days ago)
Bid Notification

Type

Bid Notification

Identifier

N/A
Treasurer-Tax Collector

Customer / Agency

Treasurer-Tax Collector
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The County is seeking proposals for investment advisory 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
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Bakersfield , California rfps
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1115 Truxtun Ave., 5th Floor Bakersfield, CA 93301Location

Address: 1115 Truxtun Ave., 5th Floor Bakersfield, CA 93301

Country : United StatesState : California

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