Investment Advisor Services for Metro Water
The Metropolitan Water District of Salt Lake & Sandy is seeking proposals for investment advisor services to manage its various reserves and other financial obligations.
SPECIAL SERVICE DISTRICTS - Metropolitan Water District of Salt Lake & Sandy
General
Closed (past due)
InvAdv2026
May 11, 2026 11:00 PM
Apr 22, 2026 03:00 PM
Request for Proposal (RFP)
State
Original Solicitation Links
[
InvAdv2026
]investment advisor services
Contact
Annalee Munsey
Description
Metro Water is soliciting proposals from qualified firms interested in providing Investment Advisor Services. The selected firm will advise Metro Water's Treasurer, Controller, and Board of Trustees on the management of various reserves, including those required by bond commitments, other contracts, and the district's policies and procedures.
Classification Codes
NAICS523940Portfolio Management and Investment Advice
PSCR710Financial Services (includes credit card services and any other financial services. See revision to description for code R703 above)
Smart Codes
investment advisory servicesfinancial consultingtreasury management
Timeline
Apr 22, 2026 12:00 PM-Open Date
May 11, 2026 12:00 PM-Close Date