RFP #PUR 26-031 - Fiduciary Advisor

Description

NOTICE IS HEREBY GIVEN that sealed proposals are invited by the City of Stockton, California, for PUR 26-031 Fiduciary Advisor in strict accordance with the specifications. The City of Stockton, herein after referred to as the “City”, is requesting proposals from businesses or individuals, herein after referred to as “Proponent”, to provide a Fiduciary Advisor to the City. The selected Proponent shall provide independent investment advisory, plan review, and compliance guidance. Proposal specifications and forms can be obtained from the City of Stockton's website at: www.stocktonca.gov/adminbid. Proposals must be marked "PUR 26-031 FIDUCIARY ADVISOR” and emailed to city.clerk@stocktonca.gov or delivered (mail or in person) on a USB flash drive to the Office of the City Clerk, City Hall, 425 North El Dorado Street, Stockton, CA 95202, up to but not later than 2:00 pm (PST) on Thursday, June 11, 2026. Proponents will only be identified as responding to the RFP; no proposals will be opene