Investment Advisory Services

Agency: State Government of North Carolina
State: North Carolina
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: Feb 16, 2026
Due Date: Mar 16, 2026
Solicitation No: 314-RFP 2025-005
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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 page summarizes the opportunity, including an overview and a preview of the attached documents.
* 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.

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