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Investment Advisor Services

PennsylvaniaPennsylvaniaDue Friday, July 17, 2026
Client
Pennsylvania
RFP Number
BANKING-8969
Posted
6/9/2026
Category
Banking Services
Budget
Looking for proposal
NAICS
Set-aside
Contact

Description

AI Generated

A government authority located in Pennsylvania is seeking investment advisor services to manage its financial portfolios and guide its investment strategies. The authority requires a qualified partner to provide professional financial advisory services to optimize its investment returns while ensuring compliance with local regulations. Because the main request for proposals document is not publicly available on the authority's website, interested parties must request the full specifications directly to understand the complete scope of the required financial services. Eligible bidders must be located onshore within the United States. The authority requires the selected vendor to perform all investment advisory work onsite at the agency's facilities in Pennsylvania. The authority has not disclosed a specific budget and is looking for cost proposals from interested bidders. The agency has not provided specific evaluation criteria or key project dates in the preliminary notice. Interested parties must contact the authority to obtain the main solicitation document for complete submission instructions and deadlines.

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