220002_Dec_9_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 issued by the Town of West Hartford, Connecticut seeking investment advisory services. The RFP (Solicitation Number 220002) was released on July 24, 2021, with responses due by August 26, 2021 at 2:00 PM EDT. The Town is specifically seeking an Investment Advisor or Broker/Dealer to provide non-discretionary investment advisory services, requiring Town approval for individual transactions. The solicitation is open to all vendors.

The delivery terms are specified as Free On Board Destination, with payment terms to be vendor specified. The solicitation has been designated as having no line items, and no vendor Q&A dates have been specified. The estimated total value of the contract is not disclosed in the document. Interested parties can contact Tammy Bradley at the Town of West Hartford for questions or additional information.

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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 .