Investment Management and Investment Advisory Services
ID: Investment Management and Investment Advisory Services • State: California
Opportunity Assistant
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Description
The City is seeking a qualified provider to deliver comprehensive Investment Management and Investment Advisory Services. The scope of work includes:
Discretionary Portfolio Management: Daily management and execution of trades for a designated core segment of the City's approximately $107 million investment portfolio.
Strategic Reporting: Preparation and delivery of monthly performance reports and presentations to the City Council.
Policy Compliance: Annual review of the City's Investment Policy, with recommendations for updates to ensure compliance with the California Government Code.
Market Analysis: Ongoing monitoring of economic conditions and the credit-worthiness of investment holdings.
This solicitation is issued by the City, which is seeking to enter into a three (3)-year contract, with the possibility of two additional one-year extensions at the City's sole discretion.
Background: The City invests public funds in accordance with state and local laws, and in alignment with the objectives outlined in the Investment Policy. The priority order for these objectives is: Safety, Liquidity, and Yield on Investment.
Contract Requirements: The selected provider must ensure all services comply with applicable state and local regulations, and support the City's goals for prudent investment management.
Instructions on submission and further details are provided within the official solicitation documents.
Discretionary Portfolio Management: Daily management and execution of trades for a designated core segment of the City's approximately $107 million investment portfolio.
Strategic Reporting: Preparation and delivery of monthly performance reports and presentations to the City Council.
Policy Compliance: Annual review of the City's Investment Policy, with recommendations for updates to ensure compliance with the California Government Code.
Market Analysis: Ongoing monitoring of economic conditions and the credit-worthiness of investment holdings.
This solicitation is issued by the City, which is seeking to enter into a three (3)-year contract, with the possibility of two additional one-year extensions at the City's sole discretion.
Background: The City invests public funds in accordance with state and local laws, and in alignment with the objectives outlined in the Investment Policy. The priority order for these objectives is: Safety, Liquidity, and Yield on Investment.
Contract Requirements: The selected provider must ensure all services comply with applicable state and local regulations, and support the City's goals for prudent investment management.
Instructions on submission and further details are provided within the official solicitation documents.
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Overview
Agency
Opportunity Type
RFP (Request for Proposal)
Pre-Bid Conference
No
Opportunity ID
Investment Management and Investment Advisory Services
Response Deadline
March 31, 2026
Past Due
Date Posted
March 1, 2026
Est. Value Range
Experimental
$500,000 - $1,500,000
(AI estimate)
Agency Distribution
Moderate
Source
On 3/1/26 City of Signal Hill in California issued RFP (Request for Proposal) Investment Management and Investment Advisory Services with ID Investment Management and Investment Advisory Services due 3/31/26.
Contacts
Documents
Opportunity Assistant
Analyst Requests
AI Analysis
Additional Details
Other Details
The City is seeking a three (3)-year contract with the option to extend for two additional one-year terms at the City’s sole discretion. The City shall invest public funds in such manner as to comply with state and local law, and meet the objectives of the Investment Policy, in priority order of Safety, Liquidity and Yield on Investment.