Investment Management and Advisory Services

Overview

Financial, Legal, HR & Staffing

Placentia, California, United StatesPosted 7 days agoDeadline: May 28th, 2026

Fit Score

Settle Intelligence

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SUMMARY

The City of Placentia seeks an investment management firm to provide advisory services, investment program management, and portfolio analysis in compliance with public fund best practices.

KEY REQUIREMENTS

Must be a qualified investment advisory firm
Must have five years or more prior experience with municipal or local government agencies
Must be registered under the Investment Advisers Act of 1940
Must be pre-registered with the City's bidding system to submit an electronic proposal
Must provide monthly and quarterly investment reports
Must perform to the Prudent Expert Standard
Must review the City's Statement of Investment Policy annually
Must provide proof of state registration and NASD registration
Must maintain insurance as specified in the agreement

BUDGET

Estimate

$25,000 – $50,000

CONTRACT DURATION

12 months

TIMELINE

RFP Issued: April 30th, 2026

Written Question Deadline: May 14th, 2026

Proposal Due: May 28th, 2026

Proposal Evaluation Period: May/June 2026

City Council Award of Contract: June 2026

QUESTION DEADLINE

May 14th, 2026

Issuing Agency

City Of Placentia

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DESCRIPTION

The government authority in Placentia, California is seeking a vendor to provide professional investment management and advisory services for its customized investment program. The selected firm will operate within the city's statement of investment policy, relevant state government codes, and industry best practices for public fund investment management.

The primary objectives for the city's investments are the safety of principal, liquidity, and yield. The contractor will conduct credit analysis on investment instruments in the portfolio, cooperate fully with any audit or review conducted by the city, city council, or external auditors, and assist in evaluating market risk and developing strategies to minimize its impact on the city. Additionally, the chosen provider will help determine the city's investment risk tolerance.

Source attribution

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