ASM-2674 - USA (Wisconsin) - Investment Advisory Services - Deadline November 13,2026

(1) Vendor needs to provide investment advisory services to the government authority located in Wisconsin.– Investment advisers will need to have a clear understanding of county’s overall investment program and objectives as well as any constraints unique to the county– Review and suggest modifications to the County’s Investment Policy.– Provide assurance of portfolio compliance with applicable County policies and laws.– Assist the County in determining its investment risk tolerance and provide monitoring of such risk in the portfolio.– Establish an appropriate performance benchmark for the portfolio.(2) All questions must be submitted no later than October 23, 2026.