Milwaukee County Bonfire #RFP-2026-009

Milwaukee County investment advisory and portfolio management services for non-pension funds

Milwaukee County is seeking investment advisory and portfolio management for selected non-pension funds. - Buyer: Milwaukee County, Wisconsin, through the County Treasurer. - Services requested: Investment advisory and portfolio management for a portion of the County’s operating and capital funds; pension funds are excluded. - Proposal information: Respondents are asked to provide technical and cost proposals, portfolio management parameters, and completed response Tables AA and BB. - Key requirements: Proposals should address the County’s investment policy and portfolio management parameters. - OEMs and vendors: No OEMs, investment products, or service providers are named in the opportunity.

Description

Milwaukee County is soliciting proposals for one or more investment managers for a portion of the County’s operating and capital funds, excluding pension funds. The solicitation is issued by Milwaukee County, Wisconsin, acting through the County Treasurer. Required submission materials include a technical proposal, cost proposal, portfolio management parameters, and the specified forms and response tables. Proposals are due November 13, 2026, at 5:00 PM CST.

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