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: |
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Project: Investment Advisory Services
Ref. #: RFP-26-001(FIN)
Type: RFP
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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