Closing soon

INVESTMENT MANAGEMENT AND ADVISORY SERVICES

Description: The Beaumont-Cherry Valley Water District is seeking a qualified firm to provide investment management and advisory services for the District’s investment portfolio. The selected firm will provide investment advice, ensure compliance with the District’s Investment Policy and applicable laws, prepare monthly and quarterly reports, conduct broker-dealer due diligence, and maintain broker-dealer relationships. The solicitation also requires demonstrated public-agency experience, competency, and a separate section addressing costs, materials, and the implementation-plan timeline.

Buyer
Beaumont-Cherry Valley Water District

SpecialDistrict · CA, US

Released
-
Closes
Sep 3, 2026(9 days left)

Files

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