150042 Financial Investment Advisor Services.pdf

The document is a Request for Proposal (RFP) issued by the City of Leesburg, Florida, seeking financial investment advisor services. It outlines various sections including the services required, location of the office, key personnel, support professionals, firm's registration status, conflicts of interest, performance reporting, fee proposal, and general terms and conditions. The RFP requests information on the firm's services, experience, client base, conflicts of interest, insurance coverage, and ability to provide education. It also details the evaluation criteria, weighting, and process for selecting a vendor, including potential bonus points for local vendors. The document emphasizes confidentiality, evaluation methodology, and the possibility of presentations or interviews with shortlisted respondents.