Commission District(s): ALL RFP - Request for Proposals No. 22-500621 Investment Consulting and Procurement Record Keeping Services (Multiyear Contract): for use by the Department of Finance-Risk Management. Consists of providing investment consulting and related services for a public defined contribution plan, such as the County’s existing 457(b) Plan and 401(a) Plan. Recommend award to the highest scoring proposer: Segal Advisors, Inc. dba Segal Marco Advisors. Amount Not To Exceed: $354,000.00.

What this record is

Held by

Segal Advisors, Inc

Amount

$354K

Runs until

no end date published in this record

Type

rfp

Field

Professional services

Read automatically from the title of the official record. The source document below is authoritative.

Committee

Board of Commissioners

Requested by

Purchasing & Contracting

Introduced

February 14, 2023

On agenda

March 28, 2023