Investment Advisor Services
- Client
- Iselin, New Jersey
- RFP Number
- BANKING-9460
- Posted
- 10/7/2026
- Category
- Banking Services
- Budget
- Looking for Proposals
- NAICS
- —
- Set-aside
- —
- Contact
- —
Description
AI GeneratedThe government authority located in Iselin, NJ requires a vendor to provide offsite investment advisor services. The selected vendor must preserve capital, ensure adequate safekeeping of assets, maintain liquidity, diversify the fund's portfolio, maximize total return, and invest assets according to State and Federal laws. Additionally, the vendor must provide accurate reporting of interest earnings, gains, and losses, and cooperate with other local municipal joint insurance funds and the division of investment where legally permissible. Eligibility is restricted to onshore USA organizations, and the vendor will perform the required work from their own office premises. The buyer is seeking proposals to determine the budget for this opportunity. The provided text does not contain application requirements, submission deadlines, question deadlines, evaluation criteria, or the contract term.
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