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Berrien County·Michigan

Investment Advisory Services RFP

Closes 3/18/2026$50k – $200kRequest for Proposal
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Description

The Berrien County Administration Department is seeking proposals for Investment Advisory Services. Proposals are required to be in a sealed envelope and must be received by the Purchasing Department at 701 Main Street, St. Joseph, MI no later than March 18, 2026 at 09:00 AM ET. The scope of work includes providing investment advisory services to the county. • The proposal must be submitted in a sealed envelope. • The proposal must be received by the Purchasing Department at 701 Main Street, St. Joseph, MI. • The proposal must be received no later than March 18, 2026 at 09:00 AM ET. • The bid will be opened on March 18, 2026 at approximately 09:30 AM ET in the Board of Commissioners Room on the second floor.

Attached files

The solicitation documents live at the source — open the bid source above to download them.

Contact

Jake Litaker(Contact Person)

[email protected]

(269) 983-7111

Key dates

Opened
1/30/2026
Closes
3/18/2026

Last updated

Details

Type
Request for Proposal
Industry
Financial Services
NAICS
523930
Solicitation №
2026-017

Budget estimate

$50,000 – $200,000

The budget for this opportunity is difficult to estimate as the document does not provide a specific amount. However, based on the scope of work, which includes providing investment advisory services, the budget could be a recurring annual fee or a one-time payment. Assuming the county has a significant investment portfolio, the annual fee could range from $50,000 to $200,000.

AI estimate from the solicitation

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