Investment Management RFP

Agency: City of Pleasanton
State: California
Type of Government: State & Local
Category:
  • R - Professional, Administrative and Management Support Services
  • Z - Maintenance, Repair or Alteration of Real Property
Posted: Jul 27, 2023
Due: Aug 2, 2023
Publication URL: To access bid details, please log in.

Investment Management RFP

Description

The City of Pleasanton (City) is seeking proposals from qualified firms to provide investment advisory services in a comprehensive manner to handle the day‐to‐day administration of all or a portion of the City’s investment portfolio and to provide discretionary investment advisory services to help govern the City’s investment portfolio.

Project Number:
Advertisement Date June 30, 2023
Bid Date : August 02, 2023 by 2:00pm
Submittal Address :

Electronic copy in PDF format:

City Clerk's Office
City of Pleasanton
PleasantonCityClerk@cityofpleasantonca.gov

Online Bid Packet RFP
Responses to Questions
Contact:

Chris Yi
Financial Services Manager
925-931-5417

cyi@cityofpleasantonca.gov

Online Bid Response : Online Bid Response is not available for this City Bid.
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