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Finance committee to interview three finalists after reviewing 12 investment advisor RFPs
Summary
The Finance Committee reported it received 12 RFPs for county investment financial advisors and plans to speak with three companies as finalists.
The Berrien County Finance Committee reported at the Aug. 13 meeting that it has received 12 requests for proposals (RFPs) for county investment financial advisors and will speak with three companies after review.
Committee members discussed next steps for evaluating proposals and scheduling finalist interviews. The RFP review process aims to select a firm to advise on county investments; minutes do not list the firms or evaluation criteria. The committee report also noted that the County Clerk and Register of Deeds requested use of Bastion Cloud storage alongside their newly acquired Fidlar software, which Information Systems Director Chris Swihart approved for those offices.
The county will continue the RFP evaluation in committee meetings and report recommendations to the full board when a selection is ready for action.
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