Investment Advisory Services
Location:
Westerville, Ohio, United States
Posted on:
Deadline:
Summary:
Three-year contract for professional investment advisory services to enhance and manage the investment portfolio for a government agency in Westerville, Ohio.
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The agency located in Westerville, Ohio is seeking a qualified vendor to provide professional investment advisory services to enhance its portfolio of both short-term and long-term investments. The selected firm will deliver expert advice and recommendations for both the investment and reinvestment of agency funds, including suggestions for changes to portfolio composition.
Key responsibilities include providing accurate market value assessments of all portfolio holdings, preparing monthly interest projections, and supplying annual GASB information required by agency staff. The vendor will be expected to offer high-touch support in the event of service issues and maintain proactive communication with the agency.
The initial contract period will be for three years. Interested parties are required to submit questions by April 17, 2026.
Best-fit vendors:
• Registered investment advisory firm with experience in public sector portfolios
• Track record in managing short-term and long-term governmental investments
• Strong understanding of GASB reporting requirements
• Ability to provide high-touch client support and communication
• Presence or capacity to serve clients in Ohio
