Request for Proposal for Investment Advisory Services

The City of Duncanville is seeking investment advisory services to manage its cash and investments. The city's Finance Department is responsible for the daily management of cash and investments, and the successful firm will be required to provide investment advisory services to the city. The city's investment portfolio has an average book value of $15,320,087, and the city projects to reduce this amount to $12,000,000 in the future. The contract is for a two-year period, and the successful firm will be required to execute the contract listed in Exhibit C. • The city's investment policy is outlined in Exhibit B, which includes the city's investment objectives, risk tolerance, and asset allocation. • The successful firm will be required to provide a written copy of Form ADV Part 2 to the city by September 28th at midnight. • The city reserves the right to amend the investment policy from time to time at its sole discretion. • The contract includes a notice of award letter, which congratulates Valley View Consulting, L.L.C. on being awarded the contract and provides instructions for signing and returning the contract.