220002_Nov_4_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
The document is a Request for Proposal (RFP) issued by the Town of West Hartford, Connecticut for Investment Advisory Services. The Town is seeking proposals from qualified firms to provide investment advisory services in a non-discretionary arrangement, requiring Town approval for individual transactions. The RFP has a start date of July 24, 2021 and an end date of August 26, 2021 for submitting proposals. The selected firm will act as either an Investment Advisor or a Broker/Dealer to provide these services to the Town.
The RFP does not specify any item quantities, set-asides, or funding requirements. It also does not mention any incumbent providers or the current contract environment. The payment terms are vendor-specified, and the delivery terms are free on board destination.
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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 .