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City of Dayton, Ohio Department of Central Services Division of Purchasing INVESTMENT ADVISOR SERVICESREQUEST FOR PROPOSAL (RFP) No. 17005FINA September 2017TABLE OF CONTENTS SECTION 1 PROPOSAL INSTRUCTIONS
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What is investment advisor services?
Investment advisor services refer to the professional advice and guidance provided by a financial advisor or investment firm to help clients make informed decisions about their investments and financial goals.
Who is required to file investment advisor services?
Investment advisors who are registered with the Securities and Exchange Commission (SEC) or state securities regulators are required to file investment advisor services.
How to fill out investment advisor services?
To fill out investment advisor services, advisors must provide details about their firm, investment strategy, client information, fee structure, and any conflicts of interest. This information is typically submitted through Form ADV.
What is the purpose of investment advisor services?
The purpose of investment advisor services is to help clients achieve their financial goals by providing personalized investment advice, portfolio management, and financial planning services.
What information must be reported on investment advisor services?
Investment advisors must report information about their firm's background, investment strategies, fees, disciplinary history, and conflicts of interest on investment advisor services.
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