RFP to provide Investment Management Services

The City of Vallejo is seeking a qualified investment‑management consultant to advise on and execute discretionary investment activities for its operating funds, provide cash‑flow and maturity analysis, monitor portfolio performance, and deliver regular reporting. The contractor will act as an independent advisor, execute trades per the City’s Investment Policy, and maintain transparent documentation of all activities. • Provide advisory services, cash‑flow forecasting, and maturity analysis for municipal operating funds. • Execute discretionary investment trades, solicit competitive quotes, and coordinate with the City’s custodian on a delivery‑versus‑payment basis. • Deliver monthly, quarterly, and annual performance reports, and annually review the City’s Investment Policy with recommendations. • Maintain independence, meet SEC registration or exemption requirements, and possess extensive public‑sector investment experience (≥ 10 years, ≥ 10 California agencies, ≥ $200 M assets managed).