INVESTMENT MANAGEMENT AND ADVISORY SERVICES

The Beaumont-Cherry Valley Water District is seeking a qualified investment management and advisory services firm to provide professional services. The selected firm will be responsible for managing the District's investment portfolio, providing investment advice, and ensuring compliance with the District's Investment Policy and applicable laws. The firm will also be required to provide monthly and quarterly reports, conduct due diligence on broker-dealers, and maintain relationships with the broker-dealer community. • The District is seeking a firm with experience in investment management and advisory services for public agencies. • The firm must demonstrate competency and experience in providing investment management and advisory services. • The firm must be able to provide a separate section to address costs, material, and timeline of an Implementation Plan. • The firm must be able to provide monthly and quarterly reports that comply with the requirements of the District's Investment Policy. • The firm must be able to conduct due diligence on broker-dealers and maintain relationships with the broker-dealer community.