Financial Advisor Services

The vendor is required to provide financial advisors and financial firms to provide strategic financial guidance, actively manage investment funds and investment advisories, and management services on a day-to-day basis.
- Include but not be limited to, as applicable, the following responsibilities:
•    Assist in the review and amendment to agency investment policy as directed, where necessary. 
•    Provide investment advisory and portfolio management services in accordance with agency investment policy and corporate objectives. 
•    Recommend investment purchases and sales; execute authorized transactions with appropriate documentation and reporting. 
•    Maintain thorough and accurate records of all investment transactions, recommendations, meetings, and reporting provided to agency. 
•    Monitor portfolio performance and provide monthly and quarterly reports, including detailed data on earnings, valuation, asset allocation, and market developments. 
•    Present investment updates and performance results to agency board of directors and designated investment team on a regular basis. 
•    Attend and participate in scheduled investment meetings and strategic planning sessions, including presentations and educational briefings to stakeholders. 
•    Identify and analyze relevant market and economic trends; assess potential risks and opportunities affecting agency portfolio. 
•    Coordinate with any third-party custodians designated by agency to ensure secure and timely asset transactions. 
•    Provide advisory support on additional investment-related matters or projects, as requested.
- Investment funds required
•    Currently registered as investment advisors with the securities and exchange commission or applicable state regulatory body and must remain registered during the term of the contract.
•    All necessary registrations, examinations, approvals, authorizations, and consents required by any governmental or regulatory authority must be current and in good standing. 
•    Demonstrate the ability to analyze and advise on a diversified portfolio of assets, with experience across multiple asset classes and familiarity with market trends, risk management, and long-term financial planning. 
•    Must be in good standing with all licensing authorities. 
•    The case of firms, key personnel assigned to the agency account must meet these qualifications.
•    Financially solvent and appropriately capitalized to perform the services required under this solicitation for the full duration of the agreement. 
•    Adhere to professional and ethical standards as described by the institute or comparable governing body, and must agree to uphold agency internal investment and compliance policies. 
•    Provide in-person services at agency headquarters located in state and be available for scheduled board meetings and strategy sessions as requested.

- Contract Period/Term: 1 year
- Mandatory Virtual Pre-Proposal Conference Date: November 3, 2025
- Questions/Inquires Deadline: November 10, 2025