Investment Advisory Services
| Agency: | Kern County |
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| State: | California |
| Type of Government: | State & Local |
| Category: |
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| Posted: | Mar 1, 2024 |
| Due: | Mar 29, 2024 |
| Publication URL: | To access bid details, please log in. |
| 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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