Investment Advisor Services

Overview

Financial, Legal, HR & Staffing

Santa Rosa, California, United StatesPosted about 1 month agoDeadline: April 29th, 2026

Fit Score

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SUMMARY

Seeking an experienced, SEC-registered investment advisor to manage and provide fiduciary oversight for Ag + Open Space funds in Santa Rosa, California.

KEY REQUIREMENTS

BUDGET

Estimate

$800,000 – $2,000,000

CONTRACT DURATION

60 months

TIMELINE

March 24th, 2026: Release Request for Proposals

April 8th, 2026 by 2:00 PM PST: Deadline for Proposer's Questions

April 22nd, 2026: The County and Ag + Open Space's Responses to Questions Due

April 29th, 2026 by 2:00 PM PST: Proposals Due

May 11th, 2026 - May 15th, 2026: Proposals Evaluated by the County and Ag + Open Space

June 4th, 2026: Notice of Intent to Award

July 14th, 2026: Board of Directors Awards Contract

QUESTION DEADLINE

April 8th, 2026

Issuing Agency

Sonoma County Agricultural Preservation and Open Space District and County of Sonoma

Organization overview and procurement intelligence available on paid plans.

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DESCRIPTION

A government authority located in Santa Rosa, California, is seeking investment advisor services to actively manage the funds of Ag + Open Space in compliance with relevant laws. The selected Investment Advisor will continuously monitor investment opportunities and evaluate the organization's excess working capital, recommending appropriate strategies for the management of other funds as needed.

The Investment Advisor will not act as custodian or take possession of cash, securities, or other assets, and is expected to function solely as a fiduciary for the managed funds. The Advisor must demonstrate extensive experience in investing municipal funds and be registered under the Securities and Exchange Commission’s Investment Advisers Act of 1940. Responsibilities include conducting investment research, providing supervision of managed funds, and implementing a continuous program of investment, evaluation, and, where appropriate, the sale and reinvestment of assets.

The Investment Advisor will be required to regularly communicate with the County and Ag + Open Space regarding investment decisions and strategies, and will provide market and economic information as needed.

Source attribution

This Settle analysis is based on the issuing organization’s public RFP listing.