Investment Advisor and Management Services
Overview
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SUMMARY
KEY REQUIREMENTS
CONTRACT DURATION
TIMELINE
RFP Issuance: September 1st, 2026
Questions and Answer Period Closes: September 14th, 2026 at 2:00 PM EST
Submission Period Ends: September 23rd, 2026 at 2:00 PM EST
Anticipated Start Date: December 1st, 2026
QUESTION DEADLINE
Issuing Agency
City Of Greensboro
DESCRIPTION
The government authority in Greensboro, North Carolina is seeking a vendor to provide nondiscretionary investment advisory and management services for its financial and administrative services department. The selected provider will manage the County’s separate investment portfolio on a daily basis in accordance with established investment objectives.
The provider will work with finance staff to develop detailed cash flow analyses and projections, support investment planning for capital funds and bond proceeds, and assist with project expenditure schedules. The provider will also serve as a resource for finance staff by offering information, advice, and training related to fixed-income securities, investments, and Treasury operations.
Required reporting includes monthly, or more frequent, statements covering investment activity, earnings, and portfolio value. Quarterly investment reports must address market conditions, investment strategies, portfolio performance, and recommended changes to the investment strategy. The contract term will be three years, and questions must be submitted by September 14, 2026.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due September 23, 2026. Questions must be submitted by September 14, 2026.
- Who issued this RFP?
- It was issued by City Of Greensboro. The work is located in Greensboro, North Carolina, United States.
- Who is a good fit for this opportunity?
- Registered investment advisory firm with public-sector portfolio management experience
- Expertise in fixed-income securities, Treasury operations, and government investment policies
- Proven ability to conduct cash flow analysis and manage capital funds and bond proceeds
- Strong financial reporting, market analysis, and public-sector client support capabilities
Analysis generated by Settle AI from the source RFP.
RFP Hunter shows what is open. Settle shows what is forming.
Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.