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North Carolina City of Goldsboro·North Carolina

Investment Advisory Services

Closes 3/16/2026$50k – $200kRequest for Proposal
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Description

The City of Goldsboro is seeking a qualified firm to provide non-discretionary Investment Advisory Services to assist in managing its investments portfolio. The selected firm will be responsible for selecting and implementing appropriate investment transactions, advising on the daily management of the City's portfolio, and providing regular reporting of all investment transactions. The scope of work includes a comprehensive list of professional services. Key aspects of the job include: • Selection and implementation of investment transactions • Daily management of the City's portfolio • Regular reporting of investment transactions The City of Goldsboro is looking for a firm with expertise in investment advisory services to help manage its investments portfolio. The selected firm will play a crucial role in ensuring the City's investments are managed effectively and efficiently.

Attached files

Contact

Timothy Wood

[email protected]

Key dates

Opened
2/16/2026
Closes
3/16/2026

Last updated

Details

Type
Request for Proposal
Industry
Financial Services
NAICS
523930
Solicitation №
314-RFP 2025-005

Budget estimate

$50,000 – $200,000

The budget for this opportunity is likely to be a professional services contract with a value ranging from $50,000 to $200,000 per year, depending on the scope of work and the firm's expertise. The City of Goldsboro's investment portfolio size and the complexity of the investment advisory services required will influence the likely payment range.

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