Investment Custodian and Trustee Services

The City of Charlotte's Finance Department is seeking a service provider to support the city's needs for investment custodian and trustee services. The city is conducting a trial of a new electronic solicitation procurement portal to post solicitations, receive vendor submissions, and communicate with vendors. Interested vendors must register through the procurement portal to access these solicitations and participate in solicitation activities. The scope of work includes providing investment custodian and trustee services to the city. • The city is seeking a service provider with experience in investment custodian and trustee services. • The service provider will be responsible for supporting the city's investment activities. • The city is using a new electronic solicitation procurement portal to manage the solicitation process. • Vendors must register through the portal to participate in the solicitation. • The city strongly recommends allowing sufficient time to complete the submission process.