RFP - Investment Advisory Services

Agency: Bell city
State: California
Type of Government: State & Local
NAICS Category:
  • 541611 - Administrative Management and General Management Consulting Services
  • 541618 - Other Management Consulting Services
Posted Date: Apr 1, 2026
Due Date: May 1, 2026
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Project ID:

Title: RFP - Investment Advisory Services

Addenda: 0

Release Date: 4/1/2026

Due Date: 5/1/2026

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RFP - Investment Advisory Services
Request For Proposal
Finance
92405 , 94600 , 95200 , 95300 , 95800 , 99800
Release Date: Wednesday, April 1, 2026
· Due Date: Friday, May 1, 2026 4:00pm
Posted Wednesday, April 1, 2026 4:55pm
All dates & times in Pacific Time
Draft Response No Bid29 days, 21 hours, 28 minutes


Post Information

Posted At:Wed, Apr 1, 2026 4:55 PM
Sealed Bid Process:No
Private Bid:No
Overview


Summary

The City of Bell, California, is requesting proposals from qualified vendors to provide RFP - Investment Advisory Services for the provision of professional investment management and advisory services. The City desires an experienced team to oversee the investment of all funds and is requesting proposals from firms to provide investment management and advisory services. The initial term will be three years, with two one-year options thereafter, which may be exercised at the City’s sole discretion. The City desires to enter into an Agreement for three (3) years, with two (2) one-year options.



Timeline

RFP ISSUED:
April 1, 2026
REQUEST FOR INFORMATION DEADLINE:
April 17, 2026, 2:00pm
CITY RESPONSES TO QUESTIONS:
April 21, 2026, 5:00pm
RFP DUE DATE:
May 1, 2026, 4:00pm
INTERVIEW WITH FINALIST:
May 6, 2026
AWARD DATE:
June 3, 2026
START DATE:
July 1, 2026
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