220002_Jan_6_25_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 (Solicitation Number: 220002). The Town is specifically seeking an Investment Advisor or Broker/Dealer to provide services in a non-discretionary arrangement, requiring Town approval for all individual transactions. The RFP was open from July 24, 2021, to August 26, 2021, with a submission deadline of 2:00:00 PM EDT.
The solicitation specifies Free On Board Destination delivery terms, with vendor-specified payment terms. Questions and communications regarding the RFP should be directed to Tammy Bradley at the Town of West Hartford, who can be reached at 860-561-7472 or tammyb@westhartfordct.gov. The solicitation document indicates that the RFP is open to all vendors, though no estimated total value is provided in the document.
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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 .