Conservatorship Investment Services

The vendor is required to provide investment services to agency for conservatorship program veterans.  
- Review all existing investment portfolios; 
- Manage Conservatorship investment needs;
- Review clients under agency Conservatorship for future need; and
- Provide consultation, advice, and training to agency Staff.
- Provide consultation and advice to agency staff members regarding investments as needed.
- provide remote training for agency Staff as requested. 
- Provide timely and accurate response to agency staff questions.
- Any communication between contractor and agency containing sensitive or personal information must be sent via encrypted email or encrypted facsimile.
- Determine each client’s risk level threshold.
- Forecast market trends relevant to individual clients.
- Implement approved investment actions within each client’s set budget.
- Report all findings to agency via email, facsimile, or phone. Sensitive information must be sent via encrypted email or encrypted facsimile.
- Review each client’s existing portfolio to ensure utilization of resources are person-centered for their current and future needs.