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Investment Advisor Services

ID: 700430-25 • State: Virginia
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Description

Investment Advisor Services
Background
The contract is issued by Prince William County, which aims to procure Investment Advisor Services. The goal of this contract is to engage a qualified investment advisor to provide expertise in managing and advising on investment strategies for the county's financial assets.

Work Details
The contractor will be responsible for the following services:

1. Develop and implement an investment strategy tailored to the county's financial objectives.
2. Provide guidance on asset allocation and selection of investment vehicles.
3. Monitor and report on investment performance against benchmarks and objectives.
4. Maintain ongoing communication with county officials regarding investment strategies and market conditions.
5. Ensure compliance with all relevant regulations and guidelines governing public investments.

Period of Performance
The period of performance for this contract will be specified in the final agreement, typically spanning multiple years depending on the needs of the county.

Place of Performance
Services will primarily be performed at Prince William County offices located in Woodbridge, Virginia.

Overview

Opportunity ID
700430-25
Response Start Date
March 17, 2025
Response Deadline
April 17, 2025 Past Due
Date Posted
March 17, 2025
Est. Value Range
Experimental
$500,000 - $2,000,000 (AI estimate)
Agency Distribution
Low
Source
On 3/17/25 Prince William County in Virginia issued Investment Advisor Services with ID 700430-25 due 4/17/25.

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Documents

Posted documents for Investment Advisor Services

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