Investment Advisor Consultant Services

The vendor is required to provide investment advisor consulting firm to actively manage, advise, and recommend the investment of public funds for the college.
• Assist in the development of cash flow projections and submitting recommendations;
• Suggest appropriate investment strategies to achieve acc's objectives;
• Advise acc on market conditions, general information and economic data;
• Analyze risk and return relationships between various investment alternatives;
• Assist in the selection, purchase, and sale of investments;
• On-going portfolio management;
• Discretionary or non-discretionary portfolio management;
• Development and review of investment policy and internal investment procedures;
• Provide multiple report types and schedules;
• Custodial and safekeeping review;
• Broker and dealer due diligence and relations;
• Credit analysis of security issuers and financial institutions;
• Staff training and education; and,
• Full disclosure for all investments.
- Solicitation Conference Date: July 07, 2025
- Questions/Inquires Deadline: July 08, 2025