Investment Advisor Services RFP

Tualatin Valley Fire & Rescue (TVF&R) is seeking a qualified firm to provide investment advisory services for its short-term operating funds and capital funds, including bond proceeds. The selected consultant will provide non-discretionary investment advice and portfolio management services, including investment research, portfolio execution, and performance reporting. The consultant will also provide education and training to TVF&R staff on investment-related matters. The contract term is expected to be five years, with the option to renew for an additional five years. • The consultant will provide investment advisory services for TVF&R's short-term operating funds and capital funds. • The consultant will develop and implement investment strategies to enhance portfolio performance. • The consultant will provide quarterly investment reports, including portfolio composition, performance results, and market analysis. • The consultant will conduct continuous market research and analysis to identify investment opportunities. • The consultant will provide education and training to TVF&R staff on investment-related matters.