RFP Investment Advisory Services

The City of Dothan, Alabama is seeking qualified firms to provide independent, professional investment advisory services. The selected firm will assist the City in managing and optimizing its investment portfolio, ensuring compliance with Alabama law, City policies, and the Government Finance Officers Association (GFOA) best practices. • Conduct a comprehensive review of the City’s current investment holdings and strategies. • Develop and implement an investment policy that aligns with statutory requirements and GFOA standards. • Provide ongoing portfolio monitoring, performance reporting, and recommendations for adjustments to maximize returns while controlling risk.