Government Contract | Vermont
RFP for Professional Investment Advisory Services

Bid Information

Bid Alert No: 00000458165

Bid Title: RFP for Professional Investment Advisory Services

Agency Bid No. Title: 1

Received Date: 01/12/2016

Close Date: 01/25/2016

Purchase Type: Term:

Delivery Point: Montpelier, Vermont

Delivery Date: Not Stated

Special Notices: Questions Due By Optional 01/15/2016


Specifications include, but are not limited to:The City of Montpelier Investment Committee, acting on behalf of the City Council is seeking investment advisory services to manage funds for the benefit the Montpelier Senior Activity Center (MSAC). The City funds for the MSAC are approximately $401,000. The investment objective is to preserve principle and maintain competitive risk-adjusted returns. Attachment 1 to this RFP is the Senior Center Fund Addendum for City of Montpelier Investment Policy. This attachment provides more details of the investment objectives for the funds. Attachment 2 is questions relating to Environmental, Social and Governance issues in the investment advisory services. Please address your responses to these questions in the Description of Investment Advisory Services Section of the response. The selected Investment Advisor must have the capabilities to interact with City of Montpelier Investment Committee. The investment advisor shall act as a fiduciary to the City of Montpelier and discharge its duties solely in the best interest of the City.

Bid Related Documents

Download Solicitation Notice

Product Codes: 94648, 94656

Agency Information

Issuing Agency: City of Montpelier

State: Vermont

Agency Type: State and Local

Contact: Sandra Gallup, Finance and Administration City Hall, 39 Main Street, Montpelier, Vermont, 05602

Phone: 802-262-6253




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