This Solicitation opportunity from California was posted on August 8, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Portfolio Management Services

Closed

#106-FIN-08-07-2026State & Local

Submission Closed09/08/2026, 07:00:00 PM UTC

Contract Overview

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

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NAICS: 523940

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RFP # 202630.3 Request for Proposal for Provision of Financial Advisor Services

Solicitation # 49402

The County of Atlantic in New Jersey has issued Request for Proposal 202630.3 seeking qualified professionals to provide financial advisor services. This solicitation, identified by number 49402, is open for submissions starting October 6, 2026, with a strict response deadline of October 27, 2026, at 3:00 PM. The project is categorized as a SLED organization procurement and will be performed within the state of New Jersey. Interested parties can find further details and submission guidelines through the Bid Express portal.

County of Atlantic

POSTED

18 days ago

DEADLINE

in 3 days

AI Contract Overview

The City of Anaheim Finance Department is soliciting qualified investment advisors to provide comprehensive portfolio management services for its investment portfolio, which has a current market value of approximately 797 million dollars. The selected advisor will act as a fiduciary agent and independent advisor, managing domestic fixed income assets in accordance with State law, Council Priorities, and the City's Investment Policy. Key responsibilities include performing risk assessments, cash flow analysis, and providing regular reporting, as well as attending approximately five meetings per year to present the portfolio to the City Council and other boards. The contract is structured for an initial four-year term commencing November 1, 2026, with the option for two additional two-year extensions. To be eligible, firms must be registered with the SEC under the Investment Advisers Act of 1940 and notice-filed with the State of California. Minimum qualifications include managing at least five portfolios of California local agency assets and assigning a portfolio manager and relationship manager, each with at least ten years of experience advising California public entities. Evaluation is based on a multi-phase process focusing on the portfolio management approach, staffing and organization, and a separate cost proposal. The City emphasizes adherence to GFOA best practices and requires that the advisor receive no compensation based on the purchase or sale of securities. Proposals must be submitted electronically via the OpenGov portal by September 8, 2026.

General Info

City of Anaheim seeks Portfolio Management Services provider by September 8, 2026.

Agency

California → Finance

NAICS

523940 - Portfolio Management and Investment Advice

Place of Performance

CA, USA

Set-Aside

NONE

Documents

City of Anaheim Portfolio Management Services RFP

22 pages · rfp

High

RFP for Portfolio Management Services - City of Anaheim

22 pages · rfp

High

Second Amendment to Agreement - City of Anaheim / FHN Financial Main Street Advisors, LLC

6 pages · amendment

High

City of Anaheim Treasurer's Investment Portfolio Details - June 30, 2026

2 pages · other

Low

FY 2026 Anaheim Total Return

1 page · other

Low

AI Contract Breakdown

Uniform Contract Format

Timeline

PhaseClosed

PostedAug 8

Solicitation

Response DeadlineSep 8

Deadline has passed

Submission Closed

09/08/2026, 07:00:00 PM UTC

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Organization & Contact Information

AgencyCalifornia → Finance

Contacts2 people available

OfficeAnaheim, CA, 92805, USA

Organization / AgencyCalifornia → Finance

Office AddressAnaheim, CA, 92805, USA

Contacts

Lorri WatsonProject Manager III

contact@example.gov

+1 (555) 000-0000

Ed SeguraPurchasing Agent

contact@example.gov

+1 (555) 000-0000

Interested Companies (20)

Flagship Facility ServicesSan Jose, CA

Hotel Investment GroupSan Diego, CA

Wells Fargo Bank, N.AOrlando, FL

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Full Description

The City of Anaheim, founded in 1857, is one of the nation's premier municipalities and is one of California's most populous and most visited cities. Anaheim covers 50 square miles with more than 359,000 residents, 24,000 Businesses and more than 3,200 City employees. Anaheim supports a thriving business community, and successful sports franchises including Angels Baseball and the Anaheim Ducks. Anaheim also boasts world-class meeting and entertainment venues with: The Anaheim Convention Center, LEED-certified and the largest convention center on the West Coast; Honda Center; City National Grove of Anaheim; Anaheim Garden Walk; Angel Stadium; and Anaheim Regional Transportation Intermodal Center (ARTIC). Annually, Anaheim welcomes more than 25 million visitors to the city, truly making it a destination where the world comes to live, work, and play.