Investment Management Services

The vendor required to provide investment management services for a five (5) year term with the potential for a five (5) year extension.
- Requirement:
•    Provide sound investment advice and support in the management of the town’s investment portfolio which complies with the town’s investment policy
•    Advise on how to best implement the town’s investment policy without compromising the principal investment; 
•    Comply with the town’s investment policy and the requirements of the act and its regulations; 
•    Meet the performance expectations outlined in the town’s investment policy; and 
•    Provide monthly reporting and investment activity updates.

- Contract Period/Term: 5 years
- Questions/Inquires Deadline: November 15, 2025