NSITE DOCUMENT

299-15 - Investment Advisor Services.doc

  • Library: Purchissues
  • Year Created: 2017
  • File Type: DOC
The document is a Request for Proposal (RFP) issued by the City of Independence, Missouri, seeking proposals from qualified firms to provide discretionary investment advisory services. The RFP outlines the objectives of the City's investment activities, emphasizing safety, liquidity, and yield. It details the background requirements for the investment advisor, including compliance with laws and policies, delegation of investment authority, and communication protocols.
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