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BANKING-1579 - USA (Bristol, Connecticut) - Investment Advisor Services - Deadline August 13,2019

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: BANKING-1579

Government Authority Located in Bristol, Connecticut; USA based organization looking for expert vendor for investment advisor services.

[A] Budget: looking For Proposal

[B] Scope of Service:

(1) Vendor needs to provide investment advisor services to serve as Investment Advisor to the Board for its reserve funds of approximately $4M to the government authority located in Bristol, CT.
- The Investment Advisor shall:
a. Make recommendations regarding the selection of money manager(s) and/or funds.
b. Review and monitor the performance of the investments and, if applicable the money managers, and make recommendations for changes as necessary to meet the Plan’s investment policy goals.
c. Attend quarterly meetings of the Board of Water Commissioners (or its Investment Committee) to provide guidance and report on investment related activities.

[C] Eligibility:

- Onshore (USA Only);

[D] Work Performance:

Performance of the work will be Offsite. Vendor needs to carry work in their office location.

Expiry Date : Tuesday, 13 August, 2019

Category : Banking Services

Country : USA

State : Connecticut

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