South Metro Fire Rescue Investment Advisor - SMFR-25-1005

The South Metro Fire Rescue Retirement Plan Board of Trustees is seeking an experienced and proactive registered investment advisor to provide fiduciary advisory services for the South Metro Fire Rescue Money Purchase Pension Plan and the South Metro Fire Rescue Section 457(b) Deferred Compensation Plan. The advisor will be responsible for analyzing the plans' investment funds, providing quarterly reports and recommendations, and advising the Pension Board on investment policy statements. The contract will be for an initial term of one year, with the option to renew for up to four additional one-year periods. Key aspects of the job include: • Providing investment advisory services to the Retirement Plans • Analyzing the plans' investment funds and providing quarterly reports and recommendations • Advising the Pension Board on investment policy statements • Ensuring compliance with fiduciary standards and regulatory requirements • Providing guidance on cost efficiency, service excellence, and fiduciary compliance