What People Say ...

When Texas CLASS decided to seek proposals for managing its $3.5 Billion LGIP, we realized that we needed expert guidance in order to ensure an optimal outcome. We contracted with Portfolio Services for Government to facilitate the process, and that helped us make a good, informed decision. Terry McCall provided us with excellent information from start to finish, and required very little time on our part. Our board of trustees was unanimous in our compliments for a job very well done.

Steve Williams, Chair of the Board of Trustees
Texas Cooperative Liquid Assets Securities System
and Finance Director, City of Conroe, Texas

Terry turned a complex volume of information into a concise, understandable report. This made it easy to evaluate the advisor responses and to determine our direction.

Marion Gee, Director of Finance
Louisville & Jefferson County Metropolitan Sewer District
Louisville, Kentucky

Portfolio Services for Government provided the technical advice to design and facilitate the RFP process for investment advisory consulting services. The type of consulting services we were looking for was not the typical investment advisory services provided by the industry and Portfolio Services for Government helped us convey this in the RFP and helped us attract a group of qualified firms to respond to the RFP. Terry’s knowledge of investment advisory firms provided great value as we designed the RFP. Staff was very complimentary of his working style and professionalism. We are definitely pleased at the successful outcome.

Javier Fernandez
Manager - Cash & Treasury Department
Bonneville Power Administration
Portland, Oregon

When the City of Franklin decided to hire an investment advisor, we contracted with Portfolio Services for Government to facilitate the search process. The project was smooth, on time and produced the desired results. I‘m not sure where we would be in the process if it had not been for Terry McCall’s overall municipal and investment industry knowledge and his highly capable guidance.

Russ Truell, Assistant City Administrator and CFO
City of Franklin, Tennessee

Thank you to Portfolio Services for Government for stepping in with a short timeline to review our investment policies. Terry McCall’s policy expertise helped us make sure our policies were current, appropriate and compliant with state law. He saw to the painstaking details so that I could attend to my other commitments, and helped me produce a very good outcome.

Kent Austin, Finance Director
City of University Park, Texas

Jefferson County discovered a need to hire an investment advisor and asked Terry McCall to help. He stepped up to the plate and helped us through what could have been a difficult and time-consuming process. He turned it into a reasonably effortless and very satisfying project – one with excellent results.

Jeff Rasmussen, County Administrative Officer
Jefferson County, Oregon

Thank you to Terry at Portfolio Services for Government for his review of our investment policies. His policy knowledge helped us redraft our document which is now current and in compliance with Washington State law. He saw to the details so that I could stay focused on other issues. The overall outcome is very good.

Ade’ Ariwoola, MBA, CGFM, Finance Director
City of Ellensburg, Washington

Terry McCall was among the first government finance professionals in Oregon to hire an investment advisor. His insights were a major factor in our selecting our advisor. McCall's expertise and his commitment to government excellence have made a very positive difference in Oregon.

Greg DiLoreto, General Manager
Tualatin Valley Water District
Beaverton, Oregon

Terry McCall introduced the use of investment advisors to our city in 1997. As a result, Gresham's policies strengthened, safety improved, and revenue increased with yield improvement in what is now a nine-figure portfolio. A secondary but important outcome was management's increased stature with our elected officials. They greatly valued the significance of our highly capable portfolio management. Terry really knows his way around the municipal investment analysis and advisory business.

Bonnie Ridley Kraft
Past President, Government Finance Officers Association
Former City Manager, City of Gresham, Oregon

Portfolio Services for Government was professional and a pleasure to work with as we pursued hiring an investment advisor. Terry took care of the critical details while we went about our daily business. We were really pleased with the process, the price and the very fine results.

Mary Otley, Finance Manager
Benton County, Oregon

When Hillsboro began to look for an investment advisor, we asked Terry McCall to help analyze the proposals and to recommend finalists. His background and professional approach helped us select the right fit in an advisor. McCall is definitely the go-to person in this increasingly important arena.

Rob Massar, Assistant City Manager
City of Hillsboro, Oregon

At the request of the Commission, I contacted Terry McCall to help us hire an investment advisor. The process was smooth, efficient, on-time and affordable. It’s obvious that Terry knows his business and that he is also in tune with the unique nature of local government.

John Dailey, Board Member
Medford Water Commission
Medford, Oregon

Portfolio Services for Government relieved our staff of much of the workload for planning, preparing and facilitating our RFP process for investment advisory services. This was very helpful due to our limited staffing and the desire to find the right advisory firm to meet Salem's needs. Terry’s knowledge of the investment advisory market eased the process and provided great value as we evaluated various proposals. Staff was very pleased with his work on our behalf.

Deborah Bond
Administrative Services/Finance Director
City of Salem, Oregon