SLED Opportunity · CALIFORNIA · CITY OF CORONADO
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.
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
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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