Indio Planet bids #140476

Investment Advisory and Portfolio Management Services for City of Indio

The City of Indio Public Works department is seeking proposals for comprehensive investment advisory and portfolio management services. - Government Buyer: - City of Indio, Public Works Department - Services Requested: - Non-discretionary investment advisory and portfolio management services - Public finance activities, investment banking, securities dealing, and miscellaneous financial investment activities - All practices must comply with California state law and the City of Indio’s investment policy - OEMs and Vendors: - No specific OEMs or vendors are named; open to all qualified investment management and advisory firms - Unique or Notable Requirements: - Services must adhere to state law and the City’s written investment policy - No unique license requirements or set-aside restrictions - Proposals must be submitted electronically

Description

The City of Indio is seeking proposals from qualified firms to provide non-discretionary comprehensive investment advisory and portfolio management services. The services must comply with state law and the City's investment policy. The solicitation is open for electronic bid submissions, with a response due date of April 27, 2026. The project involves various financial activities including public finance, investment banking, portfolio management, and investment advice.

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