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27 <br /> _ y <br /> • December 1, 2000 �_- <br /> EHLERS <br /> r' & ASSOCIATES INC <br /> Mike Morrison <br /> City Manager . <br /> St. Anthony Village <br /> 3301 Silver Lake Road <br /> St. Anthony, MN 55418-1699 <br /> Subject: Proposal for Investment Policy Review <br /> Dear Mike, <br /> You have requested a proposal regarding a review of your investment practices. It is our <br /> understanding that the purpose of this study is to provide an investment policy that will assure that <br /> city funds are invested safely yet provides a reasonable yield. <br /> It is important to note that Ehlers&Associates does not provide direct investment services. We can <br /> and do provide our clients advise related to invest policies.The scope of these services will include <br /> the following: <br /> ❑ Review of existing investment.practices of the City of St. Anthony Village. <br /> • ❑ Recommended investment policies <br /> These services would be provided by Steve Apfelbacher and Liz Johnson. Copies of qualifications <br /> for Mr. Apfelbacher and Ms. Johnson are attached for your review. The fee for the services as <br /> outlined would be $150 per hour with a maximum fee not to exceed$2500. This work would be <br /> completed within 30 days after authorization. <br /> Please call if you have any questions regarding this proposal. We look forward to the opportunity <br /> to work with you on this project. <br /> Sincerely, <br /> EHLERS & ASSOCIATES,INC. <br /> Jim Prosser,Financial Advisor Steve A b her,President Liz Johnson,Financial Advisor <br /> N:\Min ota\SLAnthony\p roposedservices.11.28.00.wpd <br /> Equal Opportunity Employer <br /> L E A D E R S I N PUBLIC F I N A N C E <br /> Charter Member of the National Association <br /> of Independent Public Finance Advisors <br /> 3060 Centre Pointe Drive, Roseville, MN 55113-1105 651.697.8500 fax 651.697.8555 www.ehiers-inc.com <br />