Non-Discretionary Investment Advisory Services for Municipal Portfolio Management

Summary (Newest Update)

Background The City of Goldsboro is seeking proposals from qualified firms to provide non-discretionary Investment Advisory Services aimed at assisting in the management of its investment portfolio. The goal of this contract is to ensure effective management and reporting of the City's investments, aligning with the city's financial objectives. Work Details The services required under this contract include: 1. Selection and implementation of appropriate investment transactions. 2. Advising on the daily management of the City’s investment portfolio. 3. Regular reporting of all investment transactions. A comprehensive list of required professional services can be found in the section titled 'Scope of Work'. Period of Performance The contract will be performed from the date of award until completion, with specific timelines for deliverables as outlined in the proposal. Place of Performance The services will be performed for the City of Goldsboro, North Carolina. Bidder Requirements Proposers must ensure they are qualified firms capable of providing the specified advisory services; additional certifications or requirements may be detailed in the full solicitation document.