Investment Advisory Services RFP
Proposals Due Friday, August 5, 2022


The City of Rocklin is seeking proposals from qualified firms to provide investment advisory services in a comprehensive manner to handle the day‐to‐day administration of the City’s investment portfolio and to provide discretionary investment advisory services to help govern the City’s investment portfolio, currently valued at approximately $100 million.

It is the intent of the City to contract for the services presented herein for a term of three (3) years, with the option to add two (2) additional one‐year terms subject to the satisfactory negotiation of terms, including a price acceptable to both the City and the selected firm.

Complete written proposals must be submitted via email or mail in sealed envelopes marked and received no later than 5 p.m. PDT on August 5, 2022, to the address below. Proposals will not be accepted after this deadline. Email to with the subject line “RFP‐Investment Advisory Services” or mail to Rocklin City Hall, 3790 Rocklin Road, 2nd Floor, Rocklin, CA 95677 Attention: Daniel Choe, City Treasurer.

Investment Advisory Services RFP

Investment Advisory Services RFP Addendum No. 1 - Posted July 27, 2022