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Request for Proposals (RFP) for Investment Management and Advisory Services – Due 08/31/2022 (CLOSED)

Posted on July 20, 2022

City of San Rafael Seal
Please note that this RFP is now closed.
The City of San Rafael is seeking proposals from qualified investment management firms to provide comprehensive investment services, including handling day-to-day portfolio administration and providing discretionary investment advisory services to help govern the City’s investment portfolio.


2022 Request for Proposals – Investment Services


Respondents to this RFP shall submit completed proposals electronically by 5:00 p.m. on August 31, 2022 to the following email address:
Claire Coleman


The City’s most recent quarterly investment report is available here.


Please contact Claire Coleman if you have any questions:
Phone: (415) 451-2474
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