Active SLED Opportunity · OHIO · CITY OF WESTERVILLE

    RFP-26-001(FIN) - Investment Advisory Services

    Issued by City of Westerville
    cityRFPCity of WestervilleSol. 228069
    Open · 5d remaining
    DAYS TO CLOSE
    5
    due Apr 29, 2026
    PUBLISHED
    Invalid Date
    Posting date
    JURISDICTION
    City of
    city
    NAICS CODE
    523930
    AI-classified industry

    AI Summary

    The City of Westerville seeks professional investment advisory services to manage and enhance its investment portfolio in compliance with Ohio laws and city policies.

    Opportunity details

    Solicitation No.
    228069
    Type / RFx
    RFP
    Status
    Open
    Level
    city
    Published Date
    Invalid Date
    Due Date
    April 29, 2026
    NAICS Code
    523930AI guide
    State
    Ohio
    Agency
    City of Westerville

    Description

    The City of Westerville is seeking proposals for professional investment advisory services aimed at enhancing the City’s portfolio of short-term and long-term investments at a competitive price. Largely, the services required involve recommending and implementing appropriate investment transactions, in compliance with the Ohio Revised Code, the City’s Charter, and the City’s Investment Policy.

    Key dates

    1. Invalid DatePublished
    2. April 29, 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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