RFP - Investment Advisory Services
Summary
You are invited to submit proposals to provide investment advisory services for the city of Los Altos, outlined and delineated in the enclosed Scope of Services. Proposals are due to the City Clerk’s Office before 5 PM, Friday, September 29, 2023.
The city of Los Altos is requesting proposals from firms to provide investment advisory services for approximately $68 million in operating and capital project funds (non-pension funds). The initial term will be from January 2024, through June 30, 2028, with annual renewal option thereafter, which may be exercised at the City’s sole discretion.
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Status
Closed - no longer accepting bids and proposals
Due Date
Fri, Sep 29th, 2023 5:00pm
Details and Notifications
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Questions for this Bid/RFP
The respondent must submit one (1) original, three (3) identical copies, and (1) electronic copy of the proposal on a USB flash drive in a sealed envelope labeled with Respondent’s name and return address, marked “Proposal for Investment Advisory Services” and addressed as follows:
City of Los Altos, City Clerk, 1 N San Antonio Road, Los Altos, CA 94022
The Proposal may be hand-delivered, sent via overnight delivery, or by regular mail, provided that it is received by the City no later than the Proposal Deadline. Late submissions will be disregarded. Email/Fax submittals will not be accepted.