Investment Advisory Services

The government authority located in Milpitas, California requires a vendor to provide investment advisory services on an as-needed basis across two separate areas. The buyer seeks proposals for a five-year contract term, and the vendor must perform the work onsite. Only United States organizations are eligible to apply. Bidders can submit responses digitally through email or online, and they must print, complete, and upload the required Certification of Proposer and Non-Collusion Declaration forms back into OpenGov. The buyer requires all questions regarding this opportunity no later than September 3, 2026. Proposers must provide pricing information and agree to contract terms without material modifications unless the City Purchasing Agent grants expressed written consent.