Opportunity
Alberta Purchasing #2026-06-08-001
Town of Innisfail Solicits Investment Portfolio Management Services
Posted
June 08, 2026
Respond By
July 03, 2026
Identifier
2026-06-08-001
NAICS
523940
The Town of Innisfail is seeking professional investment portfolio management services for its municipal funds. - Government Buyer: - Town of Innisfail, Alberta, Canada - Finance Manager: Sherri Smith - OEMs and Vendors: - No specific OEMs or vendors are named; open to qualified investment advisors or financial institutions - Products/Services Requested: - Investment portfolio management services - No part numbers or product quantities specified - Unique or Notable Requirements: - Services must comply with the Town's Investment Policy and relevant legislation - Emphasis on safety, liquidity, diversification, and return - All inquiries must be submitted in writing to the Town Representative - The Town reserves the right to reject any or all proposals
Description
The Town of Innisfail is requesting proposals from qualified investment advisors or financial institutions to provide investment portfolio management services for the Town's funds. The services must align with the Town's Investment Policy, relevant legislation, and best practices, focusing on safety, liquidity, diversification, and return. Proposals are to be submitted by July 3, 2026, with the contract period starting July 27, 2026, and ending July 26, 2031. The Town reserves the right to reject any or all proposals and requires all inquiries to be directed in writing to the Town Representative.