# Milwaukee County Bonfire #RFP-2026-009

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

**Posted:** October 12, 2026
**Respond By:** November 13, 2026
**Identifier:** RFP-2026-009
**NAICS:** 523940

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.

[View original listing](https://countymilwaukee.bonfirehub.com/opportunities/239784)
