Wisconsin bid · open for prices

Investment Advisory Services

This bid is for investment advisory services in Milwaukee, Wisconsin, at 901 N. 9th Street, Milwaukee, WI 53233.

What they need

PortfolioNon-pension operating and capital funds; use an $85 million portfolio for pricing.
ManagementNon-discretionary fixed-income advisory services with advance trade notification and client rejection rights; prioritize safety, liquidity, and return, with a maximum weighted average maturity of 3.5 years.
SupportInvestment policy review, compliance and risk monitoring, benchmark selection, and coordination with a separate custodian.
Reporting and meetingsMonthly, quarterly, and annual portfolio reports, monthly custody reconciliation, and quarterly meetings.
Term and pricingAugust 1, 2027–July 31, 2030, plus two optional one-year renewals. Provide itemized annual fees and expenses for all five years, payable quarterly in arrears.
Professional liabilityCoverage of at least $5 million per occurrence and $10 million aggregate.

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