17-039 Investment Advisory Services RFP
Bid/RFP Status:
Awarded
Bid Awarded To:
Public Trust Advisors, LLC
Bid/RFP Reference Number:
17-039 Investment Advisory Services RFP
Designer/Engineer:
n/a
Estimated Budget/Cost Estimate:
n/a
Engineer's Estimate:
n/a
The City of Naples, Florida (the “City”) is requesting proposals from qualified firms interested in providing investment advisory services (“Advisor”) for the City’s short-term and medium–term investment portfolio. The City desires to contract for services from a firm registered with the Securities and Exchange Commission (SEC) under the Investment Advisor’s Act of 1940 who will act in a fiduciary capacity for the City and present performance numbers in accordance with the Association for Investment Management Research “AIMR” (CFA Institute). The Advisor will be required to recommend investment management, procedural changes, investment selection and disposition in accordance with the laws of the State of Florida and the investment policies and procedures established by the City.
