Investment Advisor Services
| Location: |
Florida |
| Posted: |
Jun 23, 2025 |
| Due: |
Jul 15, 2025 |
| Agency: |
Brevard County Board of County Commissioners |
| Type of Government: |
State & Local |
| Category: |
- Q - Medical Services
- Z - Maintenance, Repair or Alteration of Real Property
|
| Solicitation No: |
RFP-1-25-17 |
| Publication URL: |
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Main
Agency
Brevard County Board of County Commissioners
Status
Active
Title
Investment Advisor Services
Type
Request for Proposal
Department
Purchasing
Online Submissions
No
Project Estimate
Piggyback Solicitation
No
Insurance Required
No
Bid Bond Required
No
Bid Bond Amount
Performance Bond Required
No
Performance Bond Amount
Construction Bond Required
No
Construction Bond Amount
Scope of Services
Brevard County is seeking an Investment Advisor registered with the Securities and Exchange Commission, (“SEC”) interested in serving as an Investment Manager for the Brevard County Board of County Commissioners (“Board”), to provide advice to the County on its “Long Term Core Investments Portfolio” and the “Long Term Multi-Asset Class Portfolio.” The County’s Short-Term Portfolio is managed by the Brevard County Finance Department, which invests the Short Term (less than 1 year) and bond proceeds.
Dates(All times are listed as
EST
)
Broadcast Date
6/23/2025 8:00 AM EST
Question End Date
7/8/2025 5:00 PM EST
Due Date
7/15/2025 4:00 PM EST
Bid Opening Date
Pre-Bid Conferences
Total: 0
(All times are listed as
EST
)
|
Date
|
Time
|
Mandatory
|
Location
|
Documents
Total: 4
|
Type
|
Name
|
Description
|
File Type
|
|
|
Request for Proposal
|
RFP-1-25-17 INV & SPEC.pdf
|
Invitation & Specs
|
PDF
|
|
|
Request for Proposal
|
Attachment A - DRAFT Contract.pdf
|
Attachment A - Draft Contract
|
PDF
|
|
|
Request for Proposal
|
Attachment B - Board Policy BCC-49 Investments.pdf
|
Attachment B - Board Policy BCC-49
|
PDF
|
|
|
Request for Proposal
|
Attachment C - Long Term Multi-Asset Class Portfolio.pdf
|
Attachment C - Long Term Multi Asset Class Portfolio
|
PDF
|
|
Commodity Codes
Total: 4
|
Code
|
Description
|
|
[946-48]
|
Financial Advisor
|
|
[946-56]
|
Investment Management Services
|
|
[958-39]
|
Financial Management Services
|
|
[946-49]
|
Financial Services (Not Otherwise Classified)
|
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