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Investment Advisory and Reporting Services
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Title:  

Investment Advisory and Reporting Services

Agency:  

County of Fresno

State:  

California

NAICS Code:  

523120

Industry:  

Financial Services

Solicitation Type:  

Request for Proposal

Solicitation ID:  

25-101

Open Date:  

6/10/2025

Close Date:  

7/14/2025

Last Updated:  

Description:
The County of Fresno is seeking a qualified vendor to provide investment advisory and reporting services for the management of a California county investment pool. The successful bidder will be responsible for providing compliance reporting and advice on all aspects of managing the pool, including customized reporting for participants. The contract is expected to last for a period of time, but the exact duration is not specified in the document. Key aspects of the job include: • Providing compliance reporting and advice on all aspects of managing the California county investment pool • Customized reporting for participants in the pool • The County of Fresno Treasury Investment Pool Investment Policy will be used to guide the investment decisions • The successful bidder will be required to monitor the Treasury Department's investment activities and provide regular reports
Attached Files:

Please visit the bid source via the “Link to Bid Source” button below for documentation.

Contact Information:

May Vue(Bid Contact)

mayvue1@fresnocountyca.gov

(559) 600-7118

Budget Estimate (AI):

$100,000 – $500,000

The budget for this opportunity is difficult to estimate as the document does not provide a clear indication of the contract value. However, based on the scope of work and the fact that it involves investment advisory services for a large investment pool, we can estimate that the contract value could be in the range of $100,000 to $500,000 per year, depending on the services provided and the duration of the contract. Factors that may influence the likely payment range include the complexity of the investment advisory services, the size of the investment pool, and the level of expertise required to provide the services.

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