Addendum to RFP Investment Advisory Services - Clark County

Estimated Value: $25,000
Open New WisconsinInformation Technologyrfq
Oct 13, 2026
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Information Technology
rfq
541511
AI Summary
Clark County (WI) is seeking Investment Advisory Services. They are looking for a provider to manage a public holding portfolio, starting with a smaller amount and potentially increasing it over time. Bidders should be prepared to detail gains and losses of client balances over a five-year period.
Line Items
ItemQtyUnitEst. Unit PriceEst. TotalCategory
Investment Advisory Services for Public Holding Portfolio 1 year $20,000.00 $20,000.00 Professional Services
Detailed Reporting of Gains and Losses (5-year period) 1 report $5,000.00 $5,000.00 Professional Services
Estimated Bid Value$25,000.00

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📎 Addendum_to_RFP_Investment_Advisory_Services_-_Clark_County.pdf View
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