Prescott Opengov #2026-RFP-517

City of Prescott seeks investment management services for its investment portfolio.

The City of Prescott is seeking qualified firms to provide investment management services for its municipal investment portfolio. - Government Buyer: - City of Prescott, Finance Department - Scope of Services: - Professional investment management of the City's investment portfolio - Services must comply with Arizona State Law and the City's Investment Policy - Adherence to federal and state regulations regarding non-discrimination, immigration, and forced labor - Contract Details: - Initial term of three years, with options for additional three-year extensions - Insurance and professional liability coverage required - City reserves right to terminate for non-appropriation of funds or non-compliance - Attachments include: - City's Investment Policy - Sample Professional Services Agreement - No specific OEMs or vendors are named, as this is a professional services solicitation

Description

The City of Prescott is seeking proposals from qualified firms to provide investment management services for the City's investment portfolio. The contract term is for three years initially, with options for additional three-year extensions. The investment of the City's funds must comply with Arizona State Law and the City's Investment Policy. The contract is expected to commence on or about October 13, 2026.

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