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

Description

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.


Get Government Bids Like This by Email Receive daily bid alerts that match your keywords, business categories, and target regions.
View Sample Report Start Free Trial

See Also

DYS- Transcription and Monito...

Solicitation ID: SRC0000042397 Solicitation Name: DYS- Transcription and Monitoring Investigating Tool Original Begin

State Government of Ohio

Due by 11/18/2026

MODIFIED WC-130J RTP APN-241 ...

Follow MODIFIED WC-130J RTP APN-241 WEATHER RADAR SUSTAINING ENGINEERING SUPPORT RESEARCH AND SUPPORT

DEPT OF DEFENSE

Due by 11/12/2026

Ohio University - Cloud-based...

Bid Information Type RFP-OU Status Issued Number 1020262490 (Ohio University - Cloud-based Employment

Miami University

Due by 11/19/2026

OSUWMC Engineering Staff Augm...

Publish Date Due Date Number Owner Contractring Authority Project Name Primary Service Estimated

Ohio Facility Construction Commission

Due by 11/09/2026

* 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.