Investment Manager Services

The City of Riviera Beach, Florida needs a vendor to provide offsite investment manager services, acting as a fiduciary to implement and manage an investment strategy aligned with the city's objectives and Investment Policy Statement. Scope requirements include investment advisory and strategy development, portfolio management, risk management, compliance, performance reporting, and communication support. Only USA organizations are eligible for this opportunity, and the contract term is three years. Applicants must submit proposals digitally through BidNet or email, including Attachment B – Fee Proposal in Excel format submitted in Envelope 2 with all-inclusive fees. Offerors must acknowledge all addenda by signing and submitting the required forms package or completing the General Certification Form. The deadline to submit questions is October 20, 2026. Budget information requires proposals, and pricing must reflect all costs necessary to complete the scope of work.