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Investment Advisory Services - City Investment Portfolio

Active

State & Local

Response Deadline09/24/2026, 07:00:00 PM UTC

Contract Overview

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

General Info

Agency

California → FinanceView Agency

NAICS

523940 - Portfolio Management and Investment AdviceView NAICS

Place of Performance

CA, USA

Set-Aside

NONE

Documents

This scope was carved out of 26-262.

The full solicitation package (4 documents), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

Investment Advisory Services | Package A: City Investment Portfolio | Package B: Section 115 Trust

AI Contract Breakdown

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Timeline

PostedAug 20

subcontract

Response DeadlineSep 24

Submission deadline

Response Deadline

09/24/2026, 07:00:00 PM UTCin 18 days

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Organization & Contact Information

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AgencyCalifornia → Finance

ContactsNo contacts available

OfficeN/A

Organization / Agency

California → Finance

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Office AddressN/A

ContactsNo contact information available

Full Description

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Performs investment advisory services for prime contractors on City of Milpitas Finance Department projects. Provides strategic investment guidance, portfolio management, and advisory services to optimize the general investment portfolio per City policies and California state laws. Utilizes professional financial modeling software and portfolio tracking systems. Requires California state licenses. Delivers investment advisory reports and portfolio strategy.

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