Investment Advisory Services

Project Information

Bid Title: Investment Advisory Services
Issuing Agency: City of Westerville
Location: Ohio
Published Date: Apr 1, 2026
Closing Date: Apr 29, 2026
Government Level: State & Local
Status: Closed
Ref. #: RFP-26-001(FIN)
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Project Description: Project: Investment Advisory Services

Ref. #: RFP-26-001(FIN)

Type: RFP

Status:
Open

Open Date: Apr 1st 2026, 4:00 PM EDT

Intent to Bid Due Date: Apr 29th 2026, 5:00 PM EDT

Questions Due Date: Apr 17th 2026, 5:00 PM EDT

Contact Information: Matt Yoder, Director of Finance, Bids@westerville.org

Close Date: Apr 29th 2026, 5:00 PM EDT

Project Description: The City of Westerville is seeking proposals for professional investment advisory services aimed at enhancing the City’s portfolio of short-term and long-term investments at a competitive price. Largely, the services required involve recommending and implementing appropriate investment transactions, in compliance with the Ohio Revised Code, the City’s Charter, and the City’s Investment Policy.
Commodity Codes: NAICS 523930Investment Advice
NAICS 541611Administrative Management and General Management Consulting Services
NAICS 541618Other Management Consulting Services

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