Request for Proposals for Investment Advising Services

The City of Malibu is seeking a qualified and experienced firm to provide professional investment advisory services. The selected advisor will serve in a fiduciary capacity and will be responsible for delivering objective, independent guidance on investment strategy, portfolio management, asset allocation, performance monitoring, risk assessment, and compliance with applicable laws, regulations, and organizational policies. The scope of work may include reviewing current investment practices, recommending policy updates, assisting with the development and implementation of investment objectives, and providing monthly performance reports. The City is looking for a firm with the ability to perform these tasks as needed, with the understanding that not all services may be utilized in the near term. The work will be performed remotely, with virtual coordination and communication as needed to fulfill the scope of work. • The City is seeking a firm with experience in investment advisory services • The selected advisor will serve in a fiduciary capacity • The scope of work includes investment strategy, portfolio management, and performance monitoring • The City is looking for a firm with the ability to perform tasks as needed, with virtual coordination and communication • The work will be performed remotely