Request for Proposals (RFP) for General Investment Advisory Services
Summary
The City of Pinole invites qualified investments advisory firms to submit proposals for cash investment advisory services. The City is evaluating whether to engage a qualified firm to assist with cash management, investment recommendations, portfolio monitoring, and reporting.
The City seeks a firm with demonstrated experience serving California public agencies and the ability to provide prudent, cost-effective investment advice that complies with applicable laws and the City’s investment policy, and supports operating and liquidity requirements.
Details
| Solicitation Number | OG-322687 |
| Type | Active |
| Posted | 2026-11-02 3:00AM EST (7 days ago) |
| Response Deadline | 2026-12-02 8:00PM EST (in 22 days) |
| City | Pinole |
| State | CA |
| ZIP | 94564 |
Description
The City of Pinole invites qualified investments advisory firms to submit proposals for cash investment advisory services. The City is evaluating whether to engage a qualified firm to assist with cash management, investment recommendations, portfolio monitoring, and reporting.
The City seeks a firm with demonstrated experience serving California public agencies and the ability to provide prudent, cost-effective investment advice that complies with applicable laws and the City’s investment policy, and supports operating and liquidity requirements.
Contact
| Name | Markisha Guillory |
| Email / phone | 🔒 Available with Pro Upgrade |