Investment Advisor Services

The vendor is required to investment advisors to provide investment management services for the city’s general fund and its associated authorities.
- The selected investment advisor will be responsible for:
• Investment strategy: Developing a comprehensive investment strategy that aligns with the city’s financial objectives and investment policy.
• asset allocation: Recommending and implementing asset allocations based on the city’s risk tolerance and financial goals.
• Investment execution: Making investment decisions in compliance with applicable state laws and city policies.
• Performance monitoring and reporting: Tracking portfolio performance and providing regular reports to the city administration and chief financial officer.
• Risk management: Identifying and mitigating risks, including market volatility and liquidity concerns.
• Compliance: Ensuring adherence to all relevant local, state, and federal regulations.