Investment Consultant Services

The government authority in Visalia, CA needs a vendor to provide investment consultant services for a three-year contract period. The buyer requires the contractor to deliver portfolio optimization, monitor regulatory changes, track global and macroeconomic events, and perform benchmarking, performance measurement, and cash flow forecasting. Additionally, the contractor must utilize its analysts, strategists, and economists to develop strategies that enhance returns, conduct stress testing, and execute credit and risk analyses. The buyer demands daily economic analysis and market trend reports, alongside monthly reports detailing interest rate risk, credit risk, asset allocation, cash flow, and non-government issuers. The buyer requires the contractor to perform the work onsite, and eligibility is restricted to onshore USA entities only. Interested vendors must submit proposals digitally via email or online, while the buyer seeks proposal pricing to determine the budget. Bidders must submit all questions no later than September 23, 2026.