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The original item was published from 2/2/2018 11:39:15 AM to 2/16/2018 4:30:07 PM.

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Posted on: February 2, 2018

[ARCHIVED] Request for Qualifications - Investment Management Services

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The Village of Weston is interested in establishing a relationship with a qualified business to help the village manage and guide the growth of its investment portfolio. The village will be releasing a “Request for Proposals – Investment Management Services” (RFP) regarding the specifics of its need for services, as well as, its selection criteria within the next ten business days.

Respondents to this “Request for Qualifications – Investment Management Services” (RFQ) will receive priority consideration during the Village’s selection process, which hopes to identify a firm or institutions to serve as the primary investment consultant for the Village Administrator’s Office and Finance Department, overseeing the assets of the Village. The intent is to select one firm to provide investment management services for a period of 3 years with service to begin April 1, 2018 and extend through December 31, 2020.

RFQ released February 2, 2018

RFQ due February 16, 2018

RFP released February 19, 2018

RFP due February 26, 2018

Interviews February 28, 2018

Presentation to Finance Committee March 5, 2018

Firm recommendation to Board of Trustees March 19, 2018

Request for Qualifications Details
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