Investment Management Services

Project Information

Bid Title
Investment Management Services
Issuing Agency
City of Prescott
Location
Arizona
Published Date
Aug 16, 2026
Closing Date
Sep 10, 2026
Government Level
State & Local
Status
Closed
Original Source
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Project Description


Project ID:

Title: Investment Management Services

Addenda: 0

Release Date: 8/14/2026

Due Date: 9/10/2026

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Investment Management Services
Request For Proposals
Finance
54
Project ID: 2026-RFP-517
Release Date: Friday, August 14, 2026
ยท Due Date: Thursday, September 10, 2026 2:00pm
Posted Friday, August 14, 2026 1:00pm
All dates & times in Arizona Time
Draft Response Events RSVP No Bid24 days, 21 hours, 10 minutes


Post Information

Posted At:Fri, Aug 14, 2026 1:00 PM
Sealed Bid Process:Yes (Bids Sealed / Pricing Sealed)
Private Bid:No
Overview


Summary

The City of Prescott is seeking proposals from qualified firms to provide investment management services for the City's investment portfolio for a three (3) year initial contract term with the option for additional three (3) year extensions commencing on or about October 13, 2026. The investment of the City's funds is guided by Arizona State Law and the City's Investment Policy.



Timeline

Request For Proposals Release Date:
August 14, 2026
Request For Proposals Advertised: Prescott Daily Courier:
August 16, 2026
Question Submission Deadline:
September 1, 2026, 5:00pm
Request For Proposals Due Date and Time:
September 10, 2026, 2:00pm
OpenGov Procurement Portal
Proposals Opening (Non-Mandatory):
September 10, 2026, 2:05pm
Microsoft Teams Meeting
https://teams.microsoft.com/meet/258572035439283?p=OoG5LoLBS6GWXuq62X
ID: 258 572 035 439 283
Passcode: E8jh3QP7
Anticipated Award of Contract:
October 13, 2026
Commodity Codes
  • NAICS 523930Investment Advice
  • NAICS 541611Administrative Management and General Management Consulting Services
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