Investment Advisor Services

The City of Independence, Missouri, is seeking investment advisor services for a one-year contract period, renewable up to four additional years. The contract was awarded to PFM Asset Management LLC through a competitive RFP process. The scope of work includes providing discretionary investment advisory services to the City. Key aspects of the contract include the requirement for the vendor to provide investment advice and management services, and the City's intention to renew the contract for up to four additional years. The contract is subject to the terms and conditions outlined in the RFP and the notice of intent to award. • The contract is for a one-year period, renewable up to four additional years. • The vendor will provide discretionary investment advisory services to the City. • The contract was awarded through a competitive RFP process. • The City intends to renew the contract for up to four additional years. • The contract is subject to the terms and conditions outlined in the RFP and the notice of intent to award.