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Investment Advisory and Management Services

Active

State & Local

Response Deadline09/23/2026, 06:00:00 PM UTC

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

General Info

Agency

North Carolina → City of GreensboroView Agency

NAICS

523920 - Portfolio ManagementView NAICS

Place of Performance

Not specified

Set-Aside

NONE

Documents

This scope was carved out of 12478.

The full solicitation package (2 documents), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

Investment Advisor and Management Services

AI Contract Breakdown

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Timeline

PostedSep 1

subcontract

Response DeadlineSep 23

Submission deadline

Response Deadline

09/23/2026, 06:00:00 PM UTCin 20 days

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Organization & Contact Information

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AgencyNorth Carolina → City of Greensboro

ContactsNo contacts available

OfficeN/A

Organization / Agency

North Carolina → City of Greensboro

View Agency Profile

Office AddressN/A

ContactsNo contact information available

Full Description

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Performs professional investment advisory services for prime contractors on City of Greensboro municipal fund projects. Develops and implements investment strategies, manages financial portfolios, and provides performance reports and schedules. Utilizes financial modeling software and portfolio management systems. Requires Registered Investment Advisor status or CFA/CFP certifications. Delivers managed investment portfolios and periodic financial performance reports.

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