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3 results for “financial advisory” · other

  • The City of York Pennsylvania REQUEST FOR PROPOSAL (RFP) RFP 2024-001

    Apr 4, 2024

    ·York, PA
    Other

    The City of York, Pennsylvania issued RFP 2024-001 on April 3, 2024, soliciting proposals from qualified firms to provide investment management advisory services, asset custody, performance reporting, and retiree payment administration for three city pension plans: Police, Officers and Employees, and Paid Firefighters. Proposals must be submitted electronically by April 22, 2024, at 4:00 p.m. to the designated procurement portal. The RFP includes actuarial valuations and investment policy documentation to guide vendor submissions and evaluation criteria.

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    pension managementinvestment servicesprocurementfinancial administration
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  • City of Chattanooga TN IRMA Exemption through August 2026

    Chattanooga, TN
    Other

    The City of Chattanooga, Tennessee has engaged PFM Financial Advisors LLC as an independent registered municipal advisor (IRMA) to provide advice on municipal securities transactions, allowing underwriters and other transaction parties to qualify for a regulatory exemption under SEC rules through August 21, 2026. The notice clarifies that the City does not consider itself to have a fiduciary relationship with potential transaction parties and requests that written materials regarding presentations be provided concurrently with or prior to discussions. Contact information is provided for two senior consultants at PFM Financial Advisors, along with the firm's SEC and MSRB registration numbers.

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    municipal securitiesfinancial advisoryregulatory exemption
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  • Wilmington Economic and Financial Advisory Council | Wilmington, DE

    Wilmington, DE
    Other
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