Investment Advisory & Reporting Services

The County of Fresno is seeking investment advisory and reporting services for its Treasury Investment Pool. The selected vendor will provide advisory services in relation to all aspects of investing and maintaining the pool, as well as analytical reporting to verify compliance with state statutes and the County's Investment Policy. The contract was awarded to FTN Main Street, but the exact terms and duration of the contract are not specified in the provided document. Key aspects of the contract include: • Investment advisory services for the Treasury Investment Pool • Analytical reporting to verify compliance with state statutes and the County's Investment Policy • The County's Investment Policy and state statutes will guide the investment decisions • The vendor will be responsible for providing expert advice and guidance on investment strategies • The contract was awarded through a competitive bidding process, with FTN Main Street being the selected vendor