Civic AI
Civic AI
Procurement intelligence
OpenGov / Ionwavef9qalfw1ns5
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Request for Proposals (RFP) for General Investment Advisory Services

Response deadline
Dec 3, 2026
Due in 30 days
Date posted
Nov 2, 2026

Description

The City of Pinole invites qualified investments advisory firms to submit proposals for cash investment advisory services. The City is evaluating whether to engage a qualified firm to assist with cash management, investment recommendations, portfolio monitoring, and reporting. The City seeks a firm with demonstrated experience serving California public agencies and the ability to provide prudent, cost-effective investment advice that complies with applicable laws and the City’s investment policy, and supports operating and liquidity requirements.

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