The City of Salinas, California is seeking proposals from qualified consultants to provide investment management, investment advisory, and related services for the City’s investment portfolio. If you are interested in this opportunity, please see the attached request for proposals.
The Calleguas Municipal Water District is seeking proposals from qualified firms to provide investment management services for the District’s investment portfolio. The investment of the District’s funds is guided by the California Government Code and the District’s Investment Policy. The District’s investment portfolio is currently managed by the Wells Fargo Asset Management and is overseen [...]
The City of Santa Paula is requesting proposals from qualified firms to provide investment advisory services for approximately $20 million in operating and capital project funds (non-pension funds).
The City of Arcadia is accepting proposals from qualified firms for investment advisory services. Proposals are due no later than 11:00 a.m. on July 26, 2021 at which time said proposals shall be publicly opened. Copies of the proposal may be obtained from the Purchasing Office of the City of Arcadia, 240 West Huntington Drive, [...]
The City of Emeryville is pleased to invite you to respond to our Request for Proposal – Investment Management and Advisory Services Deadline for submission is July 23, 2021 – 3:00 pm. The RFP can be found on our website at the following link: https://www.ci.emeryville.ca.us/DocumentCenter/View/13589/City-of-Emeryville---Investment-Management-and-Advisory-Services-RFP
The Petaluma Health Care District (the District) is seeking proposals from qualified investment management firms to provide investment services in a comprehensive manner to handle the day-to-day administration and provide discretionary investment advisory services to help govern the District’s investment portfolio.
The Petaluma Health Care District (the District) is seeking proposals from qualified investment management firms to provide investment services in a comprehensive manner to handle the day-to-day administration and provide discretionary investment advisory services to help govern the District’s investment portfolio.
Western Municipal Water District (the District) is soliciting proposals from qualified firms to provide investment management services under a discretionary agreement for its approximately $189 million investment portfolio. The firm selected as Investment Manager is expected to use its judgment to invest and reinvest assets under its management subject to the District’s Investment Policy and [...]
The City of San Ramon (“City”) is requesting proposals from firms to provide investment advisory services for approximately $70 million in operating and capital project funds (non-pension funds). The initial term will be five years (fiscal years ending June 30, 2022 through June 30, 2026), with annual renewal option thereafter, which may be exercised at [...]
The City of San Ramon (“City”) is requesting proposals from firms to provide investment advisory services. The initial term will be five years (fiscal years ending June 30, 2022 through June 30, 2026), with annual renewal option thereafter, which may be exercised at the City’s sole discretion