SLED Opportunity · CALIFORNIA · CITY OF CORONADO

    Independent Investment Advisory, Compliance Review, and Reporting Services

    Issued by City of Coronado
    cityRFPCity of CoronadoSol. 26-PS-ADM-1099
    Closed
    STATUS
    Closed
    due Mar 6, 2026
    PUBLISHED
    Feb 4, 2026
    Posting date
    JURISDICTION
    City of
    city
    NAICS CODE
    523930
    AI-classified industry

    AI Summary

    City of Coronado seeks proposals from qualified firms for independent investment advisory, compliance review, and reporting services for its institutional investment portfolio. Services are advisory only, excluding management or custody of assets.

    Opportunity details

    Solicitation No.
    26-PS-ADM-1099
    Type / RFx
    RFP
    Status
    Bidding
    Level
    city
    Published Date
    February 4, 2026
    Due Date
    March 6, 2026
    NAICS Code
    523930AI guide
    Jurisdiction
    City of Coronado
    Agency
    City of Coronado

    Description

    The City of Coronado (City) invites qualified investment advisory firms and consultants to submit proposals for professional investment performance measurement, compliance monitoring, and reporting services for the City’s institutional investment portfolio. The City is seeking to retain one firm to serve in an independent, fiduciary advisory capacity in accordance with this Request for Proposals (RFP). The selected firm will provide objective, non-discretionary advisory and review services related to the City’s investment portfolio. Services shall be advisory in nature only and shall not include investment management, trade execution, or custody of assets. Pre-Bid Meeting Information: No Online Q&A: Yes Location Information: Department: Public Services & Engineering Dept Address: 101 B AveCoronado, California92118 County: San Diego

    Key dates

    1. February 4, 2026Published
    2. March 6, 2026Responses Due

    AI classification tags

    Frequently asked questions

    SLED stands for State, Local, and Education. These are solicitations issued by state governments, counties, cities, school districts, utilities, and higher education institutions — as opposed to federal agencies.

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