When is the submission deadline?

Submissions are due July 2, 2026. Questions must be submitted by June 23, 2026.

It was issued by City Of Loveland. The work is located in Loveland, Colorado, United States.

Who is a good fit for this opportunity?

Established financial advisory firm with expertise in public sector portfolio management. Experience with non-discretionary advisory services for government clients. Strong knowledge of relevant Colorado and federal investment laws. Track record of integrating cash flow and liquidity analysis into asset management. Demonstrated capacity for market research and trade execution support.

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Investment Advisory Services

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Overview

Financial, Legal, HR & Staffing

Loveland, Colorado, United StatesPosted: June 17th, 2026Deadline: July 2nd, 2026

Fit Score

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SUMMARY

Loveland, Colorado is soliciting firms to provide professional investment advisory services to manage the city's investment portfolio in compliance with policy and regulation.

KEY REQUIREMENTS

Must be registered as an investment adviser under applicable federal and state law
Must have demonstrated experience providing investment advisory or management services to public-sector clients
Must have experience advising portfolios under public funds constraints
Must have personnel experienced in advising governmental investment portfolios
Must maintain adequate insurance, including professional liability/errors and omissions
Must disclose any conflicts of interest, affiliate relationships, or regulatory actions
Must be able to provide regular reporting, benchmark analysis, policy support, and audit support

TIMELINE

Questions due by June 23rd, 2026.

Addendum provided by June 26th, 2026.

Proposals due by July 2nd, 2026.

QUESTION DEADLINE

June 23rd, 2026

CONTACTS

Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

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Issuing Agency

City Of Loveland

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DESCRIPTION

The City of Loveland, Colorado is seeking qualified firms to provide professional non-discretionary investment advisory services for the management of its investment portfolio. The selected advisor will work closely with city staff to ensure all portfolio activities align with the city's investment policy, relevant legal requirements, prudent public funds practices, and operational and liquidity needs.

Key responsibilities include conducting portfolio reviews, making investment recommendations, analyzing cash flow and liquidity, performing market research to shape portfolio strategy, and providing support for trade recommendations, approvals, and execution. The city aims to partner with an experienced firm to ensure responsible portfolio management in accordance with all regulations and best practices.

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Frequently asked questions

When is the submission deadline?: Submissions are due July 2, 2026. Questions must be submitted by June 23, 2026.
Who issued this RFP?: It was issued by City Of Loveland. The work is located in Loveland, Colorado, United States.
Who is a good fit for this opportunity?: Established financial advisory firm with expertise in public sector portfolio management
Experience with non-discretionary advisory services for government clients
Strong knowledge of relevant Colorado and federal investment laws
Track record of integrating cash flow and liquidity analysis into asset management
Demonstrated capacity for market research and trade execution support

Analysis generated by Settle AI from the source RFP.

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