Investment Advisory Services

The government authority in San Diego, CA seeks an onshore US organization to provide offsite investment advisory services for a three-year contract period. The selected contractor must deliver oversight, advice, compliance monitoring, record-keeping, and reporting regarding investments managed by the agency tax collector. Additionally, the contractor must provide a web-based portal to their treasury management system that incorporates cash and investment data for the pool and all stand-alone portfolios. Required portal data includes current holdings, daily Bloomberg and money market trading activity, monthly money market interest earnings, and daily ending bank balances. The agency operates with six full-time investment staff members and a treasury accounting team handling reconciliations and accounting entries. Bidders must submit all questions by September 25, 2026. The agency accepts digital submissions via email or online and is currently looking for proposals regarding the budget.