Investment Advisory Services for 457 Retirement Plans

Charlotte County is seeking investment advisory services for its 457 retirement plans through an annual contract.

Charlotte County Board of County Commissioners


General
Open
26-389
Jun 29, 2026 03:00 PM
Request for Quote/Qualifications (RFQ)
Local
Contact
alisa.true@charlottecountyfl.gov
Description

Charlotte County is seeking investment advisory services for its 457 retirement plans. This is an annual contract opportunity.

Classification Codes
NAICS523940Portfolio Management and Investment Advice
PSCR499Other Professional Services
Smart Codes
investment advisory servicesretirement plansannual contract
Timeline
Jun 29, 2026 12:00 PM-Due Date
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