RFP NO. 2024-01-PM INVESTMENT ADVISORY SERVICES

Agency: City of Kyle
State: Texas
Type of Government: State & Local
NAICS Category:
  • 541611 - Administrative Management and General Management Consulting Services
  • 541618 - Other Management Consulting Services
Posted Date: Feb 2, 2024
Due Date: Feb 19, 2024
Bid Source: Please Login to View Page
Contact information: Please Login to View Page
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Bid/RFP Status: Open - accepting bids and proposals Bid/RFP Due Date: Monday, February 19, 2024 - 10:00am Bid/RFP Reference Number: RFP NO. 2024-01-PM Back to Bids/RFPs NOTICE OF REQUEST FOR PROPOSALS RFP NO. 2024-01-PM The City of Kyle is seeking proposals from qualified firms to provide Investment Advisory Services including non-discretionary portfolio management services in conformity with the Texas Public Investment Act and the City of Kyle Investment Policy. The City of Kyle will accept sealed proposals from qualified firms to provide Investment Advisory Services until 10:00 A.M. FEBRUARY 19, 2024, in the City's Financial Services Department. Proposals received after this time will not be considered. Please mark on the outside of the envelope and on any carrier's envelope: "RFP No. 2024-01-PM for Investment Advisory Services" and send to the attention of Mr. Perwez A. Moheet, CPA, Director of Finance, 100 W. Center Street, Kyle, Texas 78640 (physical location and mailing address). The City of Kyle will not be responsible in the event that the U.S. Postal Service or any other courier system fails to deliver the sealed proposals to the City of Kyle by the given deadline above. Electronic transmission or facsimile of Proposals will not be acceptable. The City of Kyle reserves the right to reject any or all responses and to accept any response deemed most advantageous to the City of Kyle. Issued by: Perwez A. Moheet, CPA Director of Finance City of Kyle, Texas Date Issued: February 2, 2024 Supporting Documents RFP - Investment Advisory Services 1-31-2024 (7 MB)

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