The Santa Ana Watershed Project Authority (Agency) is soliciting proposals from qualified firms interested in providing investment advisory and management services for the Agency’s investment portfolio.
The primary objective of this proposal is to select the firm most qualified to manage the Agency’s investment portfolio using utmost discretionary approach with the ability to execute investment strategies consistent with the Agency’s Investment Policy. Accordingly, the firm will be expected to monitor and report on market conditions and accommodate changing Agency circumstances and/or objectives.
Proposals must be submitted electronically on Planet Bids by April 24, 2025 at 5:00 PM (PST)
To submit a proposal, please visit the Planet Bids’ website at: https://vendors.planetbids.com/portal/52676/bo/bo-detail/127154
