220002_Dec_23_24_solicitation_doc.pdf
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- Attached to
- RFP FOR INVESTMENT ADVISORY SERVICES
- Solicitation number
- 220002
- Issued by
- Hartford County, Connecticut
About this file
This is a Request for Proposal (RFP) document from the Town of West Hartford, Connecticut, seeking investment advisory services (Solicitation Number 220002). The RFP specifically seeks an Investment Advisor or Broker/Dealer to provide non-discretionary investment advisory services, requiring Town approval for individual transactions. The solicitation period runs from July 24, 2021 at 7:00:00 AM EDT through August 26, 2021 at 2:00:00 PM EDT, when responses are due.
The RFP specifies Free On Board Destination delivery terms and vendor-specified payment terms. The solicitation is open to all vendors and has no line items defined. The contact for this opportunity is Tammy Bradley at the Town of West Hartford, located at 50 South Main Street. No estimated total value is provided in the document, and there are no defined vendor Q&A dates listed in the solicitation.
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Text version
Solicitation Number: 220002
RFP FOR INVESTMENT ADVISORY SERVICES
Request for Proposal (RFP)
West Hartford, Town of
July 24, 2021 - August 26, 2021
Page:2
General Header Information
This bid has no questions defined.
220002
No. 220002 Title: RFP FOR INVESTMENT ADVISORY SERVICES Start Date: July 24, 2021 at 7:00:00 AM EDT End Date: August 26, 2021 at 2:00:00 PM EDT Vendor Q&A Start Date:
Vendor Q&A End Date:
Estimated Total Value:
Who can respond to this bid? : All Vendors Description: The Town of West Hartford is seeking written proposals from qualified firms for the purpose of providing investment advisory services to the Town. Specifically, the Town is seeking an Investment Advisor or a Broker/Dealer. The selected firm will act in a non-discretionary arrangement only, requiring Town approval for individual transactions.
Delivery Terms: Free On Board Destination Payment Terms: Vendor Specified Contact Information: West Hartford, Town of
Tammy Bradley 50 South Main Street West Hartford CT, 06107 United States Tel: 860-561-7472 Fax:
tammyb@westhartfordct.gov
Contact Details: If you have any questions, please contact:
Tammy Bradley 50 South Main Street West Hartford CT, 06107 United States Tel: 860-561-7472 Fax:
tammyb@westhartfordct.gov
Selected Categories:
Page:3
Documents:
Bid 220002 RFP Investment Advisory Services.pdf
Page:4
Item Specifications Solicitation has been designated as having no line items.
Page:5
File details come from the government source that posted it. Updated .