Massachusetts COMMBUYS #BD-26-1211-MSBA-MASS-131180

MSBA Solicits Investment Advisory Services from Qualified Firms

The Massachusetts School Building Authority (MSBA) is seeking qualified firms to provide investment advisory services. - Government Buyer: - Massachusetts School Building Authority (MSBA) - Products/Services Requested: - Investment advisory services to maximize investment returns, protect principal, and develop long-term investment strategies - Service classified under UNSPSC code 841217 - OEMs and Vendors: - No specific OEMs or vendors are named; open to all qualified investment advisory firms - Unique or Notable Requirements: - Firms must be registered with the Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940 - Compliance with all relevant SEC, FINRA, and state licensing regulations is mandatory - Emphasis on regulatory compliance and fiduciary responsibility

Description

The Massachusetts School Building Authority (MSBA) is requesting responses from qualified firms to provide investment advisory services. The goal is to maximize investment returns while protecting the principal and providing long-term investment strategies. Firms must be registered with the Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940 and comply with all applicable regulations. The solicitation includes investment advice services under UNSPSC Code 84-12-17.

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