Summary
The City of Indio (Riverside County, CA) issued an RFP seeking non-discretionary comprehensive investment advisory and portfolio management services that comply with state law and the City’s investment policy. The scope includes full-time non-discretionary investment management, cash flow/maturity analysis, credit analysis, market research, regular detailed reporting, attendance at quarterly meetings, compliance reviews, broker/dealer due diligence, and periodic training for staff. Proposals are due April 27, 2026 at 5:00 PM PDT; the solicitation is open and being managed through the City’s PlanetBids vendor portal.