USA (Gulfport, Mississippi) – Investment Advisory Services
Budget
Looking for Proposals
Scope of Work
(1) Vendor needs to provide investment advisory services to the government authority located in Gulfport, MS. - Provide investment advisor to establish an overall structure and process for the management and investment of unexpended funds.- Establishment of the expectations, objectives, and guidelines for the investment portfolio.- Establishing the investment structure for the management of the investment portfolio, inclusive of the following: asset classes, security types, interest rate risk, duration, and credit risk.- Encourage effective communication between the advisor, manager, custodian, and any other interested parties.- Compliance with all applicable state, federal, and fiduciary laws as pertaining to the investment portfolio.(2) The contract period will be for three years.
Eligibility
- Onshore (USA Organization Only);
Place of Performance
Performance of the work will be Offsite.