Investment Advisor Services

Overview

Financial, Legal, HR & Staffing

Scranton, Pennsylvania, United StatesPosted 2 months agoDeadline: March 24th, 2026

Fit Score

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SUMMARY

RFP for investment advisor services to provide quarterly performance reports and strategic guidance to the Scranton government authority.

KEY REQUIREMENTS

BUDGET

Estimate

$30,000 – $150,000

CONTRACT DURATION

36 months

TIMELINE

Release Project Date: March 3rd, 2026

Question Submission Deadline: March 18th, 2026, 5:00pm

Proposal Submission Deadline: March 24th, 2026, 10:00am

QUESTION DEADLINE

March 18th, 2026

Issuing Agency

City of Scranton

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DESCRIPTION

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.

Source attribution

This Settle analysis is based on the issuing organization’s public RFP listing.