Investment Advisory Services

The City of Manteca, California, is seeking investment advisory services to review its current investment program. The agency requires recommendations regarding its Investment Policy, liquidity management, methods to achieve its investment objectives, and the selection of an appropriate performance benchmark. The selected provider must deliver detailed reports that include portfolio holdings, accrued interest, amortized cost, market values, security ratings, transaction details, principal and interest payments, earnings, and portfolio summary statistics. The agency limits eligibility to onshore organizations based in the United States. The selected provider must perform all work offsite at their own office location. The agency has not disclosed a specific budget and is looking for proposals to determine the cost of these services. Interested parties must submit all questions regarding this opportunity no later than June 18, 2026.