Investment Advisory Services

Project: Investment Advisory Services Ref. #: 2311-021 Type: RFP Status: Open Open Date: Nov 13th 2022, 12:00 AM CST Intent to Bid Due Date: Dec 9th 2022, 2:00 PM CST Questions Due Date: Dec 1st 2022, 4:00 PM CST Close Date: Dec 9th 2022, 2:00 PM CST Days Left: 2 Project Description:The City of Frisco 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 OpportunityNov 13th 2022, 12:00 AM CSTN/AUpcomingClose DateOnline PortalDeadline for SubmissionsDec 9th 2022, 2:00 PM CSTN/AUpcomingIntent to Bid Due DateOnline PortalDeadline to indicate your intent to BidDec 9th 2022, 2:00 PM CSTYesPassedQuestions Due DateOnline PortalDeadline to submit QuestionsDec 1st 2022, 4:00 PM CSTN/A Supporting Documentation:2311-021 RFP INVESTMENT ADVISORY SERVICES - FINAL.pdfDocumentation2311-021 RFP INVESTMENT ADVISORY SERVICESNov 11th 2022, 11:46 AM CST - Addenda 1.pdfOtherDocument - Addenda #1Dec 2nd 2022, 1:52 PM CST - Commodity Codes: UNSPSC 8412 Banking and investment UNSPSC 641020 Investment accounts: Investment capabilities provided through agreements codified by a specific account number UNSPSC 841217 Investment advice UNSPSC 64102007 Basic investment account: An investment account that is owned by an individual investor and looked after by the investor.. UNSPSC 64102008 Managed investment account: An investment account that is owned by an individual investor and looked after by a hired professional money manager. UNSPSC 84121701 Investment advisers UNSPSC 84121702 Investment policy UNSPSC 84121703 Investment analysis UNSPSC 84121704 Investment