Investment Advisor Services
| Agency: | Brevard County Board of County Commissioners |
|---|---|
| State: | Florida |
| Type of Government: | State & Local |
| NAICS Category: |
|
| Posted Date: | Jun 23, 2025 |
| Due Date: | Jul 15, 2025 |
| Solicitation No: | RFP-1-25-17 |
| Original Source: | Please Login to View Page |
| Contact information: | Please Login to View Page |
| Bid Documents: | Please Login to View Page |
Description
Main
Agency
Brevard County Board of County Commissioners
Brevard County Board of County Commissioners
Status
Active
Active
Fiscal Year
2025
2025
Title
Investment Advisor Services
Investment Advisor Services
Type
Request for Proposal
Request for Proposal
Department
Purchasing
Purchasing
Online Submissions
No
No
Project Estimate
Piggyback Solicitation
No
No
Insurance Required
No
No
Bid Bond Required
No
No
Bid Bond Amount
Performance Bond Required
No
No
Performance Bond Amount
Construction Bond Required
No
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.
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
6/23/2025 8:00 AM EST
Question End Date
7/8/2025 5:00 PM EST
7/8/2025 5:00 PM EST
Due Date
7/15/2025 4:00 PM EST
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
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) |
Publications
Total: 0
| Publication | Date |
Get Government Bids Like This by Email
Receive daily bid alerts that match your keywords, business categories, and target regions.
See Also
Description: RPQ FOR ELECTRICAL SERVICES, TERM CONTRACT Department: Purchasing Buyer: Zulma Gasca Solicitation
Palm Beach County
Due by 9/19/2028
Description: RPQ FOR ELECTRICAL SERVICES, TERM CONTRACT Department: Purchasing Buyer: Zulma Gasca Solicitation
Palm Beach County
Due by 2/03/2030
Description: RPQ FOR ELECTRICAL SERVICES, TERM CONTRACT Department: Procurement Buyer: Kristen Monnett Solicitation
Palm Beach County
Due by 8/21/2028
Description: RPQ FOR ELECTRICAL SERVICES, TERM CONTRACT Department: Facilities Dev & Ops Buyer:
Palm Beach County
Due by 11/01/2027
* Disclaimer: This website provides information about bids, requests for proposals (RFPs), or requests for qualifications (RFQs) for convenience only and does not serve as an official public notice. Individuals who wish to respond to or inquire about bids, RFPs, or RFQs should contact the relevant government department directly.