Investment Advisory Services

Location: Ohio
Posted: Apr 1, 2026
Due: Apr 29, 2026
Agency: City of Westerville
Type of Government: State & Local
Category:
  • R - Professional, Administrative and Management Support Services
Solicitation No: RFP-26-001(FIN)
Publication URL: To access bid details, please log in.
Project: Investment Advisory Services
Ref. #: RFP-26-001(FIN)
Type: RFP
Status:
Open
Open Date: Apr 1st 2026, 4:00 PM EDT
Intent to Bid Due Date: Apr 29th 2026, 5:00 PM EDT
Questions Due Date: Apr 17th 2026, 5:00 PM EDT
Contact Information: Matt Yoder, Director of Finance, Bids@westerville.org
Close Date: Apr 29th 2026, 5:00 PM EDT

Project Description: The City of Westerville is seeking proposals for professional investment advisory services aimed at enhancing the City’s portfolio of short-term and long-term investments at a competitive price. Largely, the services required involve recommending and implementing appropriate investment transactions, in compliance with the Ohio Revised Code, the City’s Charter, and the City’s Investment Policy.


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* Disclaimer: Information regarding bids, requests for proposals (RFPs), or requests for qualifications (RFQs) is provided on this website only for convenience and does not constitute official public notice. Persons wishing to respond to or inquire about bids, RFPs, or RFQs should contact the appropriate government department.