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Bid & Proposal List  

Bid Details
Status New Bid
Bid # RFP #FIN14-07
Title Investment Advisory Services
Description Sealed proposals are invited to provide Investment Advisory Services for Washington County. Washington County is soliciting proposals from investment advisory firms for portfolio management services for approximately $35 million in operating and capital funds (non-pension funds). The contract will be for a period of two (2) years with services to begin May 1, 2014 (approximate) and extend through December 31, 2016. Services may be renewed by written mutual agreement at the County’s discretion thereafter. Washington County reserves the right to waive any formalities or technicalities and to reject any and all proposals or parts thereof deemed to be unsatisfactory or not in the County’s best interest. Furthermore, Washington County reserves the right to cancel any order or contract for failure of the successful firm to comply with the terms, conditions and specifications of this request and/or contract. Washington County reserves the right to award this request to the firm whose proposal is overall the most advantageous to the County in the County’s sole determination.
Release Date 2/20/2014 8:00:00 AM CT
Close Date 3/13/2014 2:00:00 PM CT
Contact Information
Name Bill Kurer
Phone 262-335-4308
Email webpur@co.washington.wi.us