Investment Advisory Services

The Vendor is required to provide investment advisory firm to serve as a trusted, independent investment advisor for the County's investment portfolio.
- Provide professional expertise, strategic guidance, and ongoing support to optimize the County's investment program in alignment with its objectives of safety, liquidity, and yield.
- The advisor will be expected to function as a subject matter expert in public funds investing, providing proactive recommendations, market insight, and portfolio strategies that enhance performance while maintaining full compliance with the Act and all applicable regulations.
- In addition to evaluating and recommending investment strategies, the advisor will support the County in strengthening its investment policies, improving reporting and transparency, managing risk, and ensuring adherence to industry best practices.
- The County seeks a partner that demonstrates a fiduciary commitment, high ethical standards, and a proven ability to deliver value through disciplined investment management and responsive advisory services.