Investment Consulting and Management Services

The government authority located in Yardley, Pennsylvania, requires non-custody, non-discretionary investment consulting and management services. The selected vendor must manage the commission's investment portfolio full-time according to the investment policy and trust indenture. Responsibilities include identifying, researching, and recommending specific securities, placing approved orders, communicating settlement details, and assisting with settlement coordination. The vendor will provide general advice on fixed-income securities, economic conditions, and yield curve analysis, while developing projections aligned with projected cash requirements. Additional duties require maintaining accurate portfolio records, creating customizable ad-hoc reports, recommending performance-enhancing strategies, and evaluating alternative permitted investment opportunities. Eligibility is limited to USA onshore entities, and the vendor must perform the work onsite. Bidders may submit responses digitally via email or online. The buyer is looking for proposals regarding the budget, and the provided text specifies no additional evaluation criteria or key dates.