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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.

AI Contract Overview

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The City of Milpitas is seeking a subcontractor to provide professional investment advisory services for its general investment portfolio. The selected provider will be responsible for developing and managing investment strategies, determining asset allocation, overseeing risk management, and ensuring all activities remain in full regulatory compliance. This opportunity is managed by the Finance agency in California under NAICS code 523940. Interested parties must submit their responses by the deadline of September 24, 2026.

General Info

City of Milpitas seeks investment advisory subcontractor; responses due by September 24, 2026.

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 27 days

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Organization & Contact Information

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AgencyCalifornia → Finance

ContactsNo contacts available

OfficeN/A

Organization / Agency

California → Finance

View Agency Profile

Office AddressN/A

ContactsNo contact information available

Full Description

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Provide investment advisory services for the City of Milpitas’ general investment portfolio, including strategy, asset allocation, risk management, and regulatory compliance.

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