Investment Management and Advisory Services

The City of Placentia is seeking proposals from qualified investment advisory firms to provide professional services in managing a customized investment program. The services will be performed in accordance with the City's Statement of Investment Policy, applicable provisions of the California Government Code, and recognized best practices for public fund investment management. The City's investment objectives are safety of principal, liquidity, and yield. Proposals must be submitted in PDF format via email by the Q&A Deadline and be easily downloadable and printable on 8"x11" pages. Proposals received after the deadline will not be accepted.