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Government in California issued “Investment Advisory Services” (RFQ (Request for Quotes). Solicitation BANK-0450 closes on October 16, 2026. Eligibility: USA Organization. Submissions via Email.
Investment advisory services firm (“Contractor”) shall provide oversight and advice, compliance monitoring, record-keeping, reporting, and other duties regarding investments managed by the County Treasurer-Tax Collector.
- The investment staff comprises four full-time Investment Officers and two full-time Investment Analysts. This team is responsible for all Pool and stand-alone portfolio trades and other investment activities. The Treasury Accounting Team is responsible for monthly reconciliations of the Pool and those stand-alone portfolios with individual securities and daily interest income entries to the County’s financial accounting system.
Proposals for BANK-0450 are due by October 16, 2026.
Government, California.
USA Organization.
Submissions are accepted via Email. Follow the instructions in the solicitation documents.
Contract term: 3 Years.
Questions and inquiries must be submitted by September 25, 2026.
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