INVESTMENT MANAGEMENT SERVICES

The City of Fullerton is requesting Proposals from qualified consultants and firms for Project Title . The investment of the City’s funds is guided by the California Government Code and the City’s Statement of Investment Policy. The City’s current policy is attached (Attachment A), which is reviewed and adopted annually by the City Council. The policy can be updated based on the strategies proposed by the investment manager. Proposals are due no later than Response Submission Time on Response Submission Date . This Request for Proposals (RFP) provides information on the City of Fullerton, the required scope of services, the consultant/contractor selection process, and the minimum information that must be included in the RFP Response.