Active SLED Opportunity · CALIFORNIA · CITY OF PLACENTIA
AI Summary
The City of Placentia seeks qualified investment advisory firms to manage a customized investment program aligned with its investment policy, focusing on safety, liquidity, and yield. Proposals are due by May 28, 2026.
The City is seeking proposals from qualified investment advisory firms to provide professional services in managing a customized investment program. The services described in this section shall be performed within the framework of 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 (1) Safety of principal; (2) Liquidity; and (3) Yield. The City's current Statement of Investment Policy is attached as Attachment A to this Request for Proposals. Pre-Bid Meeting Information: No Online Q&A: Yes Location Information: Department: Finance Address: 401 East ChapmanPlacentia, California92870 County: Orange Notes: Firms are solely responsible for ensuring their Proposals are received by the submittal deadline. Proposals should be submitted in PDF format via email and should be in a format allowing easy download and printing by the City. All pages should be 8”x11” only, and easily printable and reproducible. Proposals received after the deadline will not be accepted and considered.
SLED stands for State, Local, and Education. These are solicitations issued by state governments, counties, cities, school districts, utilities, and higher education institutions — as opposed to federal agencies.
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