When is the submission deadline?

Submissions are due July 30, 2026. Questions must be submitted by June 18, 2026.

It was issued by City Of Manteca. The work is located in Manteca, California, United States.

Who is a good fit for this opportunity?

Experienced investment advisory firm with expertise in government portfolios. Demonstrated history of public sector policy analysis and recommendations. Ability to provide comprehensive portfolio reporting and analysis. Registered and compliant with relevant securities regulations.

Investment Advisory Services (Due July 30, 2026)

Overview

Financial, Legal, HR & Staffing

Manteca, California, United StatesPosted: June 3rd, 2026Deadline: July 30th, 2026

Fit Score

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SUMMARY

The City of Manteca seeks a professional investment advisory firm to review and enhance its investment program and policy, and to provide detailed portfolio reporting.

KEY REQUIREMENTS

TIMELINE

Issue RFP: June 3rd, 2026

Questions Due: June 18th, 2026

Responses to Questions distributed/posted: July 15th, 2026

Proposals Due: July 30th, 2026

Interviews, if necessary: August 10th, 2026 (week of)

Selection Made: August 17th, 2026

Award of Contract: September 15th, 2026

QUESTION DEADLINE

June 18th, 2026

CONTACTS

Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

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Issuing Agency

City Of Manteca

Organization overview and procurement intelligence available on paid plans.

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DESCRIPTION

The City of Manteca is seeking an experienced vendor to provide investment advisory services. The selected firm will be responsible for reviewing the city's current investment program and offering recommendations to optimize the City of Manteca's Investment Policy. In addition, guidance regarding liquidity management and strategies to achieve the city's investment objectives, as well as selecting an appropriate performance benchmark, will be required.

The engagement also involves preparing detailed investment reports. These reports should include, but are not limited to, comprehensive information on portfolio holdings such as accrued interest, amortized cost, market values, security ratings, transaction details, principal and interest payments, earnings, and portfolio summary statistics.

Firms interested in this opportunity are encouraged to submit any questions by June 18, 2026.

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Frequently asked questions

When is the submission deadline?: Submissions are due July 30, 2026. Questions must be submitted by June 18, 2026.
Who issued this RFP?: It was issued by City Of Manteca. The work is located in Manteca, California, United States.
Who is a good fit for this opportunity?: Experienced investment advisory firm with expertise in government portfolios
Demonstrated history of public sector policy analysis and recommendations
Ability to provide comprehensive portfolio reporting and analysis
Registered and compliant with relevant securities regulations

Analysis generated by Settle AI from the source RFP.

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