Investment Advisory and Portfolio Management Services

The government authority located in San Diego, CA requires a vendor to provide investment advisory and portfolio management services for a five-year contract period. The buyer demands investment portfolio management services, including strategy recommendations, portfolio allocation, cash flow and liquidity analyses, credit surveillance, benchmark measurements, and diversification reports. Additionally, the buyer requires reporting, compliance, and advisory support through monthly, quarterly, and annual reports, board presentation materials, investment policy reviews, market commentary, and audit support. To qualify, eligible vendors must operate onshore within the USA, and the winning bidder must perform all work onsite. The buyer seeks proposals to establish the budget. Bidders may submit responses digitally via email or online. Vendors must submit all questions no later than September 23, 2026.