Investment Advisory Services
| Agency: | Kern County |
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| State: | California |
| Type of Government: | State & Local |
| NAICS Category: |
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| Posted Date: | Mar 1, 2024 |
| Due Date: | Mar 29, 2024 |
| Bid Source: | Please Login to View Page |
| Contact information: | Please Login to View Page |
| Bid Documents: | Please Login to View Page |
| RFP Title: |
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| Description: | The County is seeking proposals for investment advisory services. The County Treasurer administers a fixed income portfolio of over $6.5 billion in total market value as of December 31, 2023 and is seeking an investment advisory firm to assist with portfolio management strategy and compliance, investment policy review, credit analysis, security purchase and sell recommendations, daily, monthly, and quarterly reporting, and financial markets analysis. | ||||
| Due Date/Time: | Friday, March 29, 2024 before 11:00 AM | ||||
| Submitting Dept: | Treasurer-Tax Collector | ||||
| Contact Information: |
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