Full-Time Non-Discretionary Investment Advisory Services

Location:

Tigard, Oregon, United States

Posted on:

Deadline:

Summary:

The City of Tigard, Oregon seeks a qualified firm to provide full-time, non-discretionary investment advisory services for its operating and capital funds.

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The government authority in Tigard, Oregon is seeking a vendor to provide full-time, non-discretionary investment advisory services for short-term operating funds and capital funds, including bond proceeds. The selected advisor will be responsible for portfolio management and execution, offering market and credit research, and ensuring comprehensive broker/dealer and custodial oversight.

Additional responsibilities include setting benchmarks, conducting performance evaluation and reporting, performing regular policy review and compliance, and undertaking cash flow analysis along with strategic planning. All questions related to the RFP must be submitted no later than March 27, 2026.

Best-fit vendors:

• Established investment advisory firms with experience managing short-term operating and capital funds

• Firms with strong expertise in public sector or municipal portfolios

• Demonstrated capabilities in compliance, reporting, and cash flow analysis for government clients

• Experience with broker/dealer and custodial oversight

BG

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BG

Submit your next proposal, within 48 hours or less

Stay ahead with the latest advancement in proposal automation.

BG

Submit your next proposal, within 48 hours or less

Stay ahead with the latest advancement in proposal automation.