Investment Broker Dealer Services
The City is in the process of qualifying investment broker/dealers to represent investment products to the City. The goals of the City in requesting information from broker/dealers are:
To ensure that the broker/dealers selected to represent investment products to the City are qualified professionals with experience in public funds investing.
To provide a competitive process for the selection of broker/dealers for the City.
To limit the need to represent investment products that may not be appropriate for the City's investment goals.
To limit the number of approved broker/dealers to no more than six.
To ensure that the broker/dealers representing investment products to the City completely understand the City's investment policies, goals, and objectives.
