Investment Advisory Services

The City of Port St. Lucie has awarded a contract for Investment Advisory Services to Public Trust Advisors, LLC. The contract has a term of 6 years, from November 18, 2022, to November 17, 2028. The scope of work includes providing investment advisory services to the city. The contract has been renewed for an additional three-year term. Key points to consider include: • The contract is for a term of 6 years • The vendor is Public Trust Advisors, LLC • The scope of work includes investment advisory services • The contract has been renewed for an additional three-year term • The city's procurement process includes a request for proposal (RFP) and a procurement classification of "Request For Proposal (RFP)" • The contract is valued at an unknown amount, as the contract documents do not specify a dollar amount.