Get in Touch
[email protected]
We Accept
Copyright © 2026 RFPPlanet. All rights reserved.
Privacy Policy
Cookie settings
Terms of Use
A government agency in California issued “Investment Advisory Services” (RFP). Solicitation BANK-0374 closed on July 30, 2026. Eligibility: Only for USA Organization. Submissions via Physical / Mailed.
The Vendor is required to provide investment advisory services for the City
- Monthly statements with all the information required by the Code and GASB. These reports must include detailed portfolio holdings including accrued interest, amortized cost, market values, security ratings transaction details, principal and interest payments, earnings, and portfolio summary statistics.
- Provide quarterly investment reports including a description of market conditions, investment strategies employed, performance, and suggested changes to investment strategy.
- Serve as a general resource to the City staff for information, advice, and training regarding fixed-income investments.
Ask any question about the RFP and its amendments. Instantly surface schedules, deliverables, compliance items, evaluation criteria, and budget details with 100% source-backed answers.
Quick answers about deadlines, eligibility and submission for this solicitation.
No. This opportunity (BANK-0374) closed on July 30, 2026. See similar open RFPs below.
A government agency in California. The buyer's contact and submission details are in the solicitation documents.
Only for USA Organization.
Submissions are accepted via Physical / Mailed. Follow the instructions in the solicitation documents.
Contract term: 5 years.
Questions and inquiries must be submitted by June 18, 2026.
Yes. After purchase, with a subscription or during a free trial, the RFPPlanet AI Assistant answers questions sourced from this RFP’s documents, such as requirements, evaluation criteria and key dates.
Set up free email alerts and get notified when new government and private-sector bids and tenders match your industry and location. Choose daily or weekly delivery.
