Investment Advisor Services

The Vendor is required to provide one-time professional investment advisory consulting services, with the option for follow-up portfolio evaluations on a semiannual basis at a pre-negotiated rate.
- The engagement will focus on reviewing housing current investment portfolio, policies, and strategies, and providing recommendations that align with housing objectives, applicable laws, and best practices.
- Objectives
•    Preserve capital and ensure the safety of housing funds.
•    Ensure access to liquid cash needs.
•    Ensure compliance with applicable statutes, department regulations, and housing investment policy.
•    Provide actionable recommendations for optimizing investment returns within housing risk tolerance.
•    Offer an option for future periodic reviews at agreed-upon rates.
•    Fulfill fiduciary obligations to act solely in housing best financial interest.
- One-Time Consulting Engagement
•    Comprehensive review of housing existing investment portfolio and strategy.
•    Evaluation of current investments against housing objectives, risk profile, and policy constraints.
•    Review and suggested updates to housing draft investment policy.
•    Written recommendations, including potential portfolio adjustments and alternative strategies.
•    All recommendations in the final report must include clear, step-by-step instructions for implementation.
- Optional Follow-Up Services (Quarterly or Semiannual)
•    Conduct follow-up reviews upon housing request to assess performance, market changes, and compliance.
•    Updated recommendations based on economic and market conditions.
•    Concise follow-up reports with actionable, step-by-step guidance.

- Contract Period/Term: 5 years
- Questions/Inquires Deadline: August 25, 2025