Investment Advisory Services

Agency: City of Norfolk
State: Virginia
Type of Government: State & Local
NAICS Category:
  • 523930 - Investment Advice
  • 541611 - Administrative Management and General Management Consulting Services
  • 541618 - Other Management Consulting Services
Posted Date: Nov 21, 2024
Due Date: Jan 9, 2025
Solicitation No: 10639-0-2025/KJO
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Description


Project ID: 10639-0-2025/KJO

Title: Investment Advisory Services

Addenda: 0

Release Date: 11/21/2024

Due Date: 1/9/2025

Post Information
Posted At:Thu, Nov 21, 2024 9:44 AMSealed Bid Process:Yes (Bids Sealed / Pricing Sealed)Private Bid:No
Overview
Summary

The purpose of this RFP is to solicit proposals from qualified contractors to provide investment management services for the City of Norfolk. These services will include, but will not be limited to, the investment of excess funds identified by the City, such as surplus operating funds and reserve funds. The primary objectives for the investment activities in order of priority, are safety, liquidity and yield.

Timeline
Release Project Date:
November 21, 2024
Question Submission Deadline:
January 3, 2025, 5:00pm
Proposal Submission Deadline:
January 9, 2025, 2:00pm
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