Wentzville R-IV School District Sealed Solicitation

Title: INVESTMENT ADVISORY SERVICES RFP-P-291

Deadline: 10/14/2022 10:00 AM   (UTC-06:00) Central Time (US & Canada)

Status: Awarded

Solicitation Number: RFP-P-291

Description: The Wentzville School District (District) is currently seeking proposals for a qualified investment advisory
firm for portfolio management services. The successful firm will actively manage $60 to $150 million in
cash and investments. The amount will vary depending upon portfolio assessment and the availability of
funds.


Documents:

Documents as of 9/29/2022
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Addition 1

Posted: 10/14/2022

Type of Addition: In Review

Addition 2

Posted: 2/9/2023

Type of Addition: Award Information

Documents:

Posted: 10/14/2022

Type of Addition: In Review

Posted: 2/9/2023

Type of Addition: Award Information

Documents: