REQUEST FOR PROPOSAL #25P-FI-223 INVESTMENT SERVICES

September 9th, 2025

Cook Inlet Housing Authority is accepting proposals from responsive and responsible financial service companies to provide Investment Services.

Scope of Services:

Custodial Services: Safekeeping of assets, accounts statements, trade confirmations, and reporting.
Investment Management: On a non-discretionary basis, manage or facilitate investment in an array of investments including but not limited to CD's, Market Mutual funds and Money Market funds in compliance with CIHA's investment policy statements.
Cash Management: Provide for cash sweep program to manage otherwise uninvested cash, offering competitive yields on money market funds.
Advisory Services: As requested, provide capital market projections and recommendations for investment policies to better align the portfolio with objectives, risk tolerance, and regulatory constraints.
Other Service Offered: If the Proposer has any other alternative or supplemental services that could enhance value or be of interest to CIHA, please describe as part of the response to this RFP. The costs of such services should also be stated.