Investment Advisory Services

Location: North Carolina
Posted: Feb 16, 2026
Due: Mar 16, 2026
Agency: State Government of North Carolina
Type of Government: State & Local
Category:
  • R - Professional, Administrative and Management Support Services
Solicitation No: 314-RFP 2025-005
Publication URL: To access bid details, please log in.
Solicitation Number: 314-RFP 2025-005
Project Title: Investment Advisory Services
Description: City of Goldsboro is requesting proposals from qualified firms to provide non-discretionary Investment Advisory Services to assist in managing its investments portfolio. Services required shall include the selection and implementation of appropriate investment transactions, advising on the daily management of the City’s portfolio, and regular reporting of all investment transactions. A comprehensive list of required professional services can be found in the section “Scope of Work”.
Opening Date: 3/16/2026 2:00 PM
Posted Date: 2/16/2026
Status: Open
Department: CITY OF GOLDSBORO
Solicitation Number
*
314-RFP 2025-005
Department
CITY OF GOLDSBORO
Status Reason
Open
Opening Date
2026-03-16T14:00:00.0000000
Posted Date
*
2026-02-16T13:59:53.0000000Z
Commodity Code
Management advisory services
Mandatory Conference/Site Visit
Special Instructions
Solicitation documents available on the City bid page www.bidnetdirect.com//cityofgoldsboro
Solicitation Type
*
Select RFP IFB RFI
Owner
Timothy Wood
Description
City of Goldsboro is requesting proposals from qualified firms to provide non-discretionary Investment Advisory Services to assist in managing its investments portfolio. Services required shall include the selection and implementation of appropriate investment transactions, advising on the daily management of the City’s portfolio, and regular reporting of all investment transactions. A comprehensive list of required professional services can be found in the section “Scope of Work”.
Attachments

Attachment Preview

City of Goldsboro - Request for Proposals
RFP 2025-005
Investment Advisory Services
Release Date
Monday, February 16, 2026
Due No Later Than
Monday, March 16, 2026, 2:00 pm
If you have received this Request for Proposal from a source other than the City of Goldsboro Finance
Department, it is the responsibility of the proposer to ensure that all addenda have been received. Proposers
may notify Timothy Wood by email at twood@goldsboronc.gov to ensure that your company is added to the
distribution list. However, it is ultimately the responsibility of the proposer to ensure that all addenda are
received prior to submitting a proposal/proposal.
This is the opportunity summary page. It provides an overview of this opportunity and a preview of the attached documentation.
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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.