Investment Advisory Services

Agency: Milwaukee County Solicitation #: RFP-2026-009 Due: 2026-11-13 6:00PM EST (in 1 day)

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Summary

Milwaukee County, Wisconsin (“County”), acting through the County Treasurer, is soliciting proposals for one or more investment managers for a portion of the County’s operating and capital funds (non-pension funds).

Details

Solicitation Number	RFP-2026-009
Type	RFP
Posted	2026-10-12 1:00AM EDT (1 month ago)
Response Deadline	2026-11-13 6:00PM EST (in 1 day)
State	WI

Description

Contact

Name	Marina Litvinets
Email / phone	🔒 Available with Pro Upgrade

Documents

📄 Attachment C. Insurance and Indemnity Form.pdf Documentation
📄 Attachment A - Disclosure of Other Governmental Contracts.docx Documentation
📄 Attachment E. EEOC.pdf Documentation
📄 Attachment B Vendor Information Sheet.pdf Documentation
📄 Technical Proposal Response Table BB.pdf Documentation
📄 Attachment H. Sworn Statement of Proposer..pdf Documentation
📄 Attachment I. Exceptions.docx Documentation
📄 Attachment K Cost Proposal Submission Form.pdf Documentation
📄 Attachment L Statement of Investment Policy.pdf Documentation
📄 Attachment G. Certification re Debarment Suspension.pdf Documentation
📄 Attachment F. Conflict of Interest.pdf Documentation
📄 Attachment J - TBE form.pdf Documentation
📄 Technical Proposal Response Table AA.pdf Documentation
📄 Attachment I-1. Professional Service Agreement template.docx Documentation
📄 Attachment M Portfolio Management Parameters.pdf Documentation
📄 Attachment D. Proprietary Info Disclosure Form.pdf Documentation
📄 1. RFP-2026-009 Investment Advisory Services.pdf Documentation

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