The City of Loveland, Colorado is seeking proposals for non-discretionary investment advisory services for its investment portfolio, valued at nearly $300 million. Proposals are due electronically by July 2, 2026. Services include portfolio analysis, investment recommendations, market research, risk management, policy support, and reporting. The selected firm will act in an advisory capacity, with the City retaining final authority on all transactions. Key qualifications include registration as an investment adviser, experience with public sector clients, and adherence to safety, liquidity, and yield objectives. The City reserves the right to reject any or all proposals.
Proposals must be received electronically by 2:00 p. m. Mountain Time on Thursday, July 2, 2026. Proposals must be received electronically athttp:bidnetdirect. comcityofloveland on or before 2: 00 p. m. mountain time mt onthursday, july 2, 2026
The final compensation structure will be negotiated and set forth in the services contract, potentially including asset-based fees, flat fees, tiered fees, or another pricing structure acceptable to the city. The final compensation structure will be as negotiated and set forth in the services contract and may include assetbased fees, flat fees, tiered fees, or another pricing structure acceptable to the city.
The city will select the proposal that is most advantageous to the city, as determined by the city in its sole discretion. The city shall select the proposal that is most advantageous to the city, as determined by the city in its sole discretion.
Proposers must be registered and qualified under applicable federal and state law, registered as an investment adviser, have demonstrated experience providing investment advisory or management services to public sector clients, and experience advising portfolios emphasizing safety, liquidity, and legal compliance. he proposer must demonstrate the following minimum qualifications: the proposer must be registered and qualified under applicable federal and state law to provide the services proposed. the proposer must be registered as an investment adviser under applicable federal and state law. the proposer must have demonstrated experience providing investment advisory or investment management services to publicsector clients.
The deadline for questions is 2 p. m. MT, Tuesday, June 23, 2026. Thedeadline for questions is 2 p. m. mt, tuesday , june 23, 2026.
Proposers who contact city staff or elected officials regarding the RFP during the solicitation and selection process will be automatically disqualified. Proposers who communicate with city staff members or elected officials regarding the rfp during the solicitation and selection shall automatically be disqualified from consideration.