When is the submission deadline?

Submissions are due August 4, 2026. Questions must be submitted by July 15, 2026.

It was issued by City Of Arcadia. The work is located in Arcadia, California, United States.

Who is a good fit for this opportunity?

Registered investment advisory firm with public sector portfolio management experience. Strong expertise in municipal treasury and pooled investment fund management. Capability to provide both investment advisory and portfolio accounting services. Demonstrated track record in capital preservation, liquidity management, and risk diversification. Familiarity with government investment policies and Annual Comprehensive Financial Report reporting environments. Experienced team with established reputation in institutional investment management.

Investment Advisory Services (Due August 4, 2026)

Overview

Financial, Legal, HR & Staffing

Arcadia, California, United StatesPosted: July 9th, 2026Deadline: August 4th, 2026

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SUMMARY

A government authority in Arcadia, California is soliciting proposals for investment advisory and portfolio accounting services. The engagement focuses on pooled fund management, capital preservation, liquidity, return optimization, and risk diversification.

KEY REQUIREMENTS

Must be registered with the Securities and Exchange Commission under the Investment Advisor's Act of 1940
Must be properly registered to provide investment advisory services in California
Must be independent of any financial institution or securities brokerage firm or fully disclose such relationships
Must act in a fiduciary capacity to the City of Arcadia
Must manage a minimum of 20 portfolios comprising local California public entities
Must assign a portfolio manager and a relationship manager with at least five years of experience providing investment advice to California public entities
Portfolio manager must adhere to the Code of Professional and Ethical Standards as described by the CFA Institute
Must be financially solvent and appropriately capitalized
Must provide five years of performance numbers prepared in accordance with the CFA Institute's Global Investment Performance Standards (GIPS)

TIMELINE

Questions due by July 15th, 2026

Proposals due by August 4th, 2026

QUESTION DEADLINE

July 15th, 2026

CONTACTS

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

Additional decision-makers and their departments

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Issuing Agency

City Of Arcadia

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DESCRIPTION

A government authority in Arcadia, California is seeking a qualified vendor to provide investment advisory services for its investment portfolios. The selected firm is expected to deliver comprehensive investment advisory and portfolio accounting services and demonstrate significant experience, leadership, and innovation in investment management.

The City’s investment policy will apply to all financial assets reported in its Annual Comprehensive Financial Report, excluding retirement funds held in trusts. All cash will be pooled for investment purposes, with investment income allocated to contributing funds based on their proportional balances within the pooled portfolio and distributed monthly.

The services should support the City’s core investment objectives, including preservation of capital, protection of principal, maintenance of sufficient liquidity to meet anticipated cash flow needs, attainment of a market rate of return, and diversification to reduce unreasonable market risks. Questions related to the solicitation must be submitted by July 15, 2026.

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Frequently asked questions

When is the submission deadline?: Submissions are due August 4, 2026. Questions must be submitted by July 15, 2026.
Who issued this RFP?: It was issued by City Of Arcadia. The work is located in Arcadia, California, United States.
Who is a good fit for this opportunity?: Registered investment advisory firm with public sector portfolio management experience
Strong expertise in municipal treasury and pooled investment fund management
Capability to provide both investment advisory and portfolio accounting services
Demonstrated track record in capital preservation, liquidity management, and risk diversification
Familiarity with government investment policies and Annual Comprehensive Financial Report reporting environments
Experienced team with established reputation in institutional investment management

Analysis generated by Settle AI from the source RFP.

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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.

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