Description
The Town of Jupiter, Florida is seeking a licensed professional to provide investment advisory services for its operating and capital funds, totaling approximately $160 million. The selected advisor will be responsible for recommending investment management strategies, policy and procedural changes, and investment selection and disposition options in accordance with Florida state laws and the Town's guidelines. Key responsibilities include:
• Providing investment advisory services for the Town's investment portfolio
• Recommending investment management strategies and policy changes
• Assisting in the selection and disposition of investments
• Ensuring compliance with Florida state laws and the Town's guidelines
The ideal candidate will have experience in investment advisory services and a strong understanding of Florida state laws and regulations.
Attached files
The solicitation documents live at the source — open the bid source above to download them.