Investment Advisory and Management Services

The government authority in Rancho Palos Verdes, CA requires a vendor to provide investment advisory and portfolio management services for a three-year contract. The buyer expects the selected vendor to evaluate the existing investment portfolio, recommend investment strategies, perform credit analyses, and assist with cash-flow forecasting and maturity analyses. Additionally, the vendor must manage the portfolio ongoingly, evaluate associated financial risks, provide economic information, and submit monthly and quarterly reports covering holdings, performance, and compliance. Only onshore USA organizations are eligible to apply, and performance of the work may occur onsite or offsite. The buyer is currently looking for proposals and has not provided specific budget figures. Interested vendors must submit all questions no later than September 08, 2026. The buyer accepts digital response submissions via email or online platforms.