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Investment Strategy Consulting and Staff Training

Active

State & Local

Response Deadline10/17/2026, 01:00:00 AM UTC

Contract Overview

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

General Info

Agency

California → San Diego CountyView Agency

NAICS

611430 - Professional and Management Development TrainingView NAICS

Place of Performance

San Diego, CA, USA

Set-Aside

NONE

Documents

This scope was carved out of 12896.

The full solicitation package (1 document), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

RFQ - INVESTMENT ADVISORY SERVICES

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Timeline

PostedSep 18

subcontract

Response DeadlineOct 17

Submission deadline

Response Deadline

10/17/2026, 01:00:00 AM UTCin 28 days

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Organization & Contact Information

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AgencyCalifornia → San Diego County

ContactsNo contacts available

OfficeN/A

Organization / Agency

California → San Diego County

View Agency Profile

Office AddressN/A

ContactsNo contact information available

Full Description

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Performs strategic advisory services and educational training for prime contractors on County of San Diego Treasurer-Tax Collector projects. Leads investment strategy meetings and delivers educational offerings to improve internal staff investment knowledge. Requires account managers with 10+ years of financial advisory experience and CFA designation. Delivers strategy recommendations and staff training curriculum.

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