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Additional Information <br /> PFMAM's clients benefit from the dedicated, experienced investment professionals who <br /> are supported by the exceptional resources developed to assist clients with investment <br /> programs. PFMAM will meet with the City regularly to ensure that satisfaction with <br /> investment advisor services. <br /> PFMAM also offers education and training for its clients. PFMAM often provides <br /> additional hours of training to staff and elected officials, as desired. In addition, clients <br /> are invited to a one-week off-site class on a wide range of public finance topics such as <br /> multi-asset class investments for pensions and OPEB, GASB updates, bond math, IRS <br /> regulations, environmental finance, and more. These sessions will update the staff on <br /> current industry best practices and relevant market information. <br /> PFMAM will perform a comprehensive review of the City's investment policy at the start <br /> of this engagement and every year thereafter to reflect changes in law, market <br /> conditions that may affect the credit worthiness and availability of selected investments, <br /> or market practices that affect how various securities are evaluated and traded. <br /> ATTY/AGR/2016.150/PFM-INVESTMENT ADVISORY SVC <br /> REV:06-22-16 JS <br /> Page 16 of 16 <br />