Investment Advisory Services

Agency:	City of Westerville
State:	Ohio
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:	Apr 1, 2026
Due Date:	Apr 29, 2026
Solicitation No:	RFP-26-001(FIN)
Original Source:	Please Login to View Page
Contact information:	Please Login to View Page
Bid Documents:	Please Login to View Page

Project: Investment Advisory Services

Ref. #: RFP-26-001(FIN)

Type: RFP

Status:

Open

Open Date: Apr 1st 2026, 4:00 PM EDT

Intent to Bid Due Date: Apr 29th 2026, 5:00 PM EDT

Questions Due Date: Apr 17th 2026, 5:00 PM EDT

Contact Information: Matt Yoder, Director of Finance, Bids@westerville.org

Close Date: Apr 29th 2026, 5:00 PM EDT

Project Description: The City of Westerville is seeking proposals for professional investment advisory services aimed at enhancing the City’s portfolio of short-term and long-term investments at a competitive price. Largely, the services required involve recommending and implementing appropriate investment transactions, in compliance with the Ohio Revised Code, the City’s Charter, and the City’s Investment Policy.

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Investment Advisory Services

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