Active SLED Opportunity · COLORADO · CITY OF LOVELAND

    Investment Advisory Services

    Issued by City of Loveland
    cityRFPCity of LovelandSol. 9190575702
    Open · 9d remaining
    DAYS TO CLOSE
    9
    due Jul 2, 2026
    PUBLISHED
    Jun 16, 2026
    Posting date
    JURISDICTION
    City of
    city
    NAICS CODE
    523930
    AI-classified industry

    AI Summary

    City of Loveland seeks professional non-discretionary investment advisory services via a formal RFP. Proposals must include transparent fee structures and be submitted electronically by July 2, 2026.

    Opportunity details

    Solicitation No.
    9190575702
    Type / RFx
    RFP
    Status
    Active
    Level
    city
    Published Date
    June 16, 2026
    Due Date
    July 2, 2026
    NAICS Code
    523930AI guide
    Jurisdiction
    City of Loveland
    Agency
    City of Loveland

    Description

    Proposals from Firms to provide professional non-discretionary investment advisory services for the City’s investment portfolio. **Solicitation Type**: RFP - Request for Proposal (Formal) **Source ID**: PU.AG.USA.1245.C18755251 **Piggyback Contract**: No **Question Acceptance Deadline**: 06/23/2026 04:00 PM EDT **Questions are submitted online**: Yes **Bid Submission Type**: Electronic Bid Submission **Additional Bidding Instructions**: BIDS WILL ONLY BE ACCEPTED BY THE CITY THAT ARE SUBMITTED BY THE DATE AND TIME SET FORTH ABOVE. The cost proposal shall be submitted separately and should clearly describe the proposer’s fee structure. The proposal should identify whether fees are asset-based, flat, tiered, or structured another way. The proposal should identify any minimum annual fee, any additional charges, any optional service fees, and any reimbursable expenses. The City prefers simple, transparent pricing with all material fees clearly disclosed. **Owner Organization**: City of Loveland **Solicitation Number**: 2026-040 **Reference Number**: 0000427932 **Pricing**: In attached document **Bid Documents List**: | Item Name | Description | Mandatory | Limited to 1 file | |---|---|---|---| | Bid Documents | Documents defining the proposal | Yes | No |

    Key dates

    1. June 16, 2026Published
    2. July 2, 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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