Westerville Demandstar #US.228069

Westerville, Ohio Solicits Investment Advisory Services Proposals

The City of Westerville, Ohio is seeking professional investment advisory services to manage and enhance its investment portfolio. - Government Buyer: - City of Westerville, Ohio (local government) - Products/Services Requested: - Professional investment advisory services - Includes recommending and implementing investment transactions - Services must comply with the Ohio Revised Code, City Charter, and City Investment Policy - OEMs and Vendors: - No specific OEMs or vendors are named in the solicitation - Unique or Notable Requirements: - Strict compliance with all relevant state and local laws and policies - Focus is exclusively on advisory services, not product procurement - No pre-bid conference or attachments provided - Opportunity distributed via Bonfire procurement platform

Description

The City of Westerville is seeking proposals for professional investment advisory services aimed at enhancing the City’s portfolio of short-term and long-term investments at a competitive price. The services involve recommending and implementing appropriate investment transactions, in compliance with the Ohio Revised Code, the City’s Charter, and the City’s Investment Policy. There is no pre-bid conference and no attachments provided. The bid is currently under evaluation and is distributed by Bonfire.

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