150042 - Notice of Ranking.pdf

The PDF document provides information on the evaluation and ranking process for firms responding to Request for Proposal (RFP) 150042 for Financial Investment Advisor Services by the City of Leesburg. The document lists the firms that participated, their scores in various evaluation criteria, and the final rankings. The top-ranked firms were Fiduciary First, SageView Advisory Group, and Morgan Stanley - Graystone Consulting. The evaluation committee will conduct interviews with the top two firms to determine the final selection for negotiating a contract. The document emphasizes the transparency and fairness of the evaluation process and provides details on how the rankings were calculated.