Investment Advisor Service
Location:
Craig, Colorado, United States
Posted on:
Deadline:
Summary:
Seeking an investment advisor to guide investment decisions, policy updates, and risk assessments for a Craig, Colorado authority over a two-year term.
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The government authority located in Craig, Colorado is seeking proposals from qualified vendors to provide investment advisor services. The selected firm will be responsible for researching investment options and recommending allocations that ensure both the preservation and growth of the authority's funds, adhering to the authority's investment policy and applicable laws.
The scope of work includes assisting with amendments to the authority's investment policy to reflect recent changes, providing ongoing financial and investment advisory services, and developing risk assessments to support risk allocation and financial analysis. The contract term will be for two years, and all prospective vendors must submit questions regarding the RFP by April 17, 2026.
Best-fit vendors:
• Registered investment advisory firm with experience advising government agencies
• Demonstrated expertise in compliance with public sector investment policies and applicable laws
• Proven track record in financial analysis, risk assessment, and policy development
• Capacity to deliver ongoing advisory services through a multi-year agreement
