Investment Advisor Services
Location:
Scranton, Pennsylvania, United States
Posted on:
Deadline:
Summary:
RFP for investment advisor services to provide quarterly performance reports and strategic guidance to the Scranton government authority.
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The government authority located in Scranton, Pennsylvania, is seeking a qualified vendor to provide investment advisor services. The selected investment adviser will be responsible for delivering at least quarterly performance reports to the Trustee. Additionally, the advisor may be asked to provide guidance when the Trustee is reviewing the investment policy's investment strategy.
Potential vendors must submit any questions regarding this RFP no later than March 18, 2026. The services are intended to ensure sound financial decision-making and effective performance monitoring of investments.
Best-fit vendors:
• Registered investment advisor with relevant certifications
• Experience serving government or public sector clients
• Proven expertise in investment strategy and reporting
• Strong track record in performance monitoring and policy advising
