Portfolio Management Services

The City of Anaheim Finance Department is seeking proposals from experienced and qualified firms to provide Portfolio Management Services to assist the Finance Director/Treasurer in the prudent investment and protection of City assets. Proposals are due no later than 12:00 pm on Tuesday, September 8, 2026 .

The City of Anaheim, founded in 1857, is one of the nation’s premier municipalities and is one of California’s most populous and most visited cities. Anaheim covers 50 square miles with more than 359,000 residents, 24,000 Businesses and more than 3,200 City employees. Anaheim supports a thriving business community, and successful sports franchises including Angels Baseball and the Anaheim Ducks. Anaheim also boasts world-class meeting and entertainment venues with: The Anaheim Convention Center, LEED-certified and the largest convention center on the West Coast; Honda Center; City National Grove of Anaheim; Anaheim Garden Walk; Angel Stadium; and Anaheim Regional Transportation Intermodal Center (ARTIC). Annually, Anaheim welcomes more than 25 million visitors to the city, truly making it a destination where the world comes to live, work, and play.