Investment Services

The Vendor is required to provide to perform investment services for the county.
- Investment firms to provide broker/dealer investment services for public funds under the jurisdiction of county, its political subdivisions, and institutions, for a period of two (2) years.
- The initial step toward a prudent investment policy is to organize and formalize investment-related activities. 
- Related activities, which comprise good cash management, include accurate cash projection, the expeditious collection of revenue, the control of disbursements, and cost effective banking relations.
- In concert with these requirements are the many facets of an appropriate and secure short-term investment program.
- These funds include all governmental funds, proprietary and fiduciary funds, and are accounted for in the County’s Comprehensive Annual Financial Report.
- This investment policy applies to all transactions involving the financial assets and related activity of all of the foregoing funds.
- The Investment Policy shall be reviewed and adopted on an annual basis.
- Funds of the County will be invested in compliance with federal and state laws, this investment policy and written administrative procedures.
- The investment strategy of the County is as follows:
•    Matching the suitability of investments to financial requirement.
•    Preservation and safety of principal.
•    Maintain required liquidity.
•    Marketability of the investment if need arises to liquidate.
•    Diversification of the portfolio.
•    Yield.
•    Maturities controlled by the investment policy
- The investment advisory committee reviews investment policies and procedures, investment strategies, and investment performances.

- Contract Period/Term: 2 years
- Questions/Inquires Deadline: October 29, 2025