Investment Advisory and Management Services
Overview
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SUMMARY
KEY REQUIREMENTS
CONTRACT DURATION
TIMELINE
RFP Release Date: August 27th, 2026
Deadline for questions: September 8th, 2026
Proposal Due Date: September 22nd, 2026
Finalist Interviews: September 28th, 2026
Anticipated Contract Award: October 20th, 2026
QUESTION DEADLINE
CONTACTS
Primary procurement contact — name, title, email, and phone
Additional decision-makers and their departments
Issuing Agency
City Of Rancho Palos Verdes
DESCRIPTION
A government authority in Rancho Palos Verdes, California, is seeking an investment advisory and management services provider for a three-year contract. The selected vendor will review the investment portfolio and recommend an appropriate investment strategy, maturity structure, diversification strategy, and liquidity profile based on anticipated cash-flow requirements and the applicable investment policy.
The provider will assist with cash-flow forecasting and maturity analysis, manage the portfolio on an ongoing basis, and provide investment recommendations consistent with the investment policy and applicable government code provisions. Responsibilities will also include credit analysis and monitoring of securities and issuers, evaluation of interest-rate, credit, liquidity, and market risks, and recommendations for managing those risks.
The provider will deliver monthly and quarterly reports covering portfolio holdings, transactions, maturities, market value, investment income, performance, compliance, and other requested information. The vendor will also provide timely economic and market information and other investment-related advice. All questions must be submitted by September 8, 2026.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due September 22, 2026. Questions must be submitted by September 8, 2026.
- Who issued this RFP?
- It was issued by City Of Rancho Palos Verdes. The work is located in Rancho Palos Verdes, California, United States.
- Who is a good fit for this opportunity?
- Registered investment advisory firm with public-sector portfolio management experience
- Demonstrated expertise in government investment policies and applicable government code requirements
- Strong capabilities in cash-flow forecasting, maturity analysis, credit monitoring, and risk management
- Experience producing detailed monthly and quarterly investment performance and compliance reports
- Established economic research and market analysis capabilities
Analysis generated by Settle AI from the source RFP.
RFP Hunter shows what is open. Settle shows what is forming.
Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.