Municipal Advisory and Investment Advisory Services

The City of Lawrence is seeking a qualified Municipal Advisor to provide municipal advisory services, including evaluating bond markets, debt management, and long-term strategic financial planning. The City is also seeking an Investment Manager to provide investment management services for its funds. The selected advisor will assist the City in analyzing and advising on investment strategies, customizing benchmarks, and developing investment policies. The advisor will also assist in the preparation of an investment management policy and provide reporting on investment and portfolio performance. Key points to consider: • The City is seeking a Municipal Advisor and an Investment Manager • The selected advisor will provide services including evaluating bond markets, debt management, and long-term strategic financial planning • The advisor will assist in analyzing and advising on investment strategies, customizing benchmarks, and developing investment policies • The advisor will provide reporting on investment and portfolio performance • The contract term is one year