Independent Investment Advisory, Compliance Review, and Reporting Services

The City of Coronado is seeking an independent investment‑advisory firm to provide comprehensive, non‑discretionary services for its approximately $189 million municipal investment portfolio. The consultant will act in a fiduciary capacity, remain independent of brokers or custodians, and deliver quarterly analyses, compliance reviews, and reporting to support the City’s investment policy and cash‑flow needs. • Quarterly performance measurement, benchmarking, and attribution across all portfolio holdings. • Cash‑flow and liquidity analysis tied to budgetary events, with recommendations for duration and yield improvements. • Direct‑investment advisory (non‑discretionary) including security selection, trade coordination, and ongoing monitoring of holdings. • Investment‑policy compliance verification, exception tracking, and education/webinars as requested. • Formal written quarterly reports and presentations to City management and governing bodies.