Investment Advisory and Management Services
Overview
Fit Score
Settle Intelligence
Settle helps teams find, evaluate, and respond to public RFPs. We continuously surface new opportunities, score them against your company strengths, and draft proposal responses so you can focus on the work that wins business.
SUMMARY
KEY REQUIREMENTS
BUDGET
EstimateCONTRACT DURATION
TIMELINE
March 24, 2026: Release Request for Proposals
April 8th, 2026: Deadline for Proposer's Questions
April 22nd, 2026: The County and Ag + Open Space's Responses to Questions Due
April 29th, 2026: 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
Issuing Agency
County of Sonoma and Sonoma County Agricultural Preservation and Open Space District
Organization overview and procurement intelligence available on paid plans.
DESCRIPTION
The government authority located in Santa Rosa, California is seeking an experienced vendor to provide comprehensive investment advisory and management services. The selected Investment Advisor will be responsible for actively managing the county’s funds in compliance with state laws, the county’s Investment Policy Statement (IPS), and any other established investment-related policies and procedures.
Responsibilities include continuously monitoring investment opportunities, evaluating excess working capital, and managing various county funds. The advisor will provide investment research, supervision, and actively oversee an ongoing investment program, including evaluation and, when appropriate, the sale and reinvestment of managed fund assets. Investments should be made to anticipate expected cash flows and ensure necessary liquidity.
The vendor is also expected to deliver detailed monthly reports on portfolio holdings, documenting investment activities such as purchases, sales, and calls, as well as the book and market values of the portfolio, earnings, and rate of return. The initial contract term will be for five years.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.