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December 4, 2000 EHLERS <br /> • & ASSOCIATES INC <br /> Mike Mornson <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 <br /> that 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 <br /> can and do provide our clients advise related to invest policies. The scope of these services will <br /> include 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 <br /> qualifications for Mr. Apfelbacher and Ms. Johnson are attached for your review. The fee for the <br /> services as outlined would be $150 per hour with a maximum fee not to exceed $2500. This <br /> work would be completed within 30 days after authorization. <br /> Please call if you have any questions regarding this proposal. We look forward to the <br /> opportunity to work with you on this project. <br /> Sincerely, <br /> EHLERS & ASSOCIATES, INC. <br /> Jim Prosser,Financial Advisor Steve Apfelbacher,President Liz Johnson,Financial Advisor <br /> 1, <br /> • Equal Opportunity Employer <br /> L E A D E R S I N P U B L I C 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 ehlers-inc corn <br />