Stockton Publicpurchase #PUR 26-031

City of Stockton Solicits Fiduciary Advisor Services Proposals

The City of Stockton, California is seeking proposals for Fiduciary Advisor services to support its investment and compliance needs. - Government Buyer: - City of Stockton, California (local government) - OEMs and Vendors: - No specific Original Equipment Manufacturers (OEMs) or vendors are named in this opportunity - Products/Services Requested: - Fiduciary Advisor Services - Independent investment advisory - Plan review - Compliance guidance - Provider must be licensed in accordance with California State Law - Unique or Notable Requirements: - Focus is on professional advisory services, not products - Proposals must be clearly marked and submitted via email or physical delivery to City Hall - The City reserves the right to reject any or all proposals - No product part numbers or quantities are specified, as this is a service-based solicitation

Description

The City of Stockton, California, is requesting proposals from businesses or individuals to provide Fiduciary Advisor services. The selected proponent will provide independent investment advisory, plan review, and compliance guidance. Proposals must be submitted by June 11, 2026, at 2:00 PM PST and must be marked "PUR 26-031 FIDUCIARY ADVISOR." The City requires that each proponent be licensed in accordance with applicable California State Law and reserves the right to reject any or all proposals.

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