Banking & Investments

14 01, 2016

Investment Advisory Services 0116-G

2016-12-14T13:16:03-08:00January 14th, 2016|

The City of West Covina invites competitive proposals for the following service: “INVESTMENT ADVISORY SERVICES PER CITY OF WEST COVINA PURCHASING SPECIFICATION 0116-G” Scope of work and instructions are found at www.westcovina.org or can be requested from maria.delira@westcovina.org. Incomplete proposals will not be considered. One (1) original and three (3) bound and sealed copies are [...]

17 12, 2015

Investment Advisory Services RFP

2016-02-17T09:00:12-08:00December 17th, 2015|

The City of Morgan Hill is seeking proposals from qualified firms to provide investment advisory services in accordance with the attached RFP. The City intends to establish a three (3) year contract with two (2) one-year renewal options. In the enclosed request, you will find detailed information regarding our organization, the nature of services required, [...]

20 10, 2015

Banking Services

2016-02-17T09:00:13-08:00October 20th, 2015|

The City of Moorpark is currently seeking proposals from qualified financial institutions interested in providing comprehensive banking services.

17 09, 2015

Banking RFP

2016-02-17T09:00:13-08:00September 17th, 2015|

The City of Fullerton has maintained a primary commercial banking relationship with one financial institution for many years. Due to the expiration of that contract, the City has determined that a full review of services provided by qualifying institutions is appropriate.

9 01, 2015

Banking and Merchant Services RFP

2015-06-02T11:02:47-07:00January 9th, 2015|

The Town of Danville is issuing a request for proposals (RFP) from financial institutions for Banking and Merchant Services. The goal of this process is to identify and enter into a long-term relationship with a banking service provider that delivers high-quality services at the most reasonable cost.

9 12, 2014

Investment Advisory Services

2015-06-02T11:22:17-07:00December 9th, 2014|

The City of San Mateo is seeking proposals from qualified firms to provide investment advisory services for its municipal investment portfolio. The value of the portfolio on average is approximately $150 million including $45 million placed in the Local Agency Investment Fund and the San Mateo County pool. The remaining funds are invested in Money [...]

20 10, 2014

Banking Services

2015-06-02T11:24:02-07:00October 20th, 2014|

Request for Proposals for City of Concord's operating, payroll, workers compensation, liability and procurement card banking services accounts.

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