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Financial Advisor, Funds Manager and Brokerage Services

Lake Jackson, TexasTexasDue Wednesday, June 24, 2026
Client
Lake Jackson, Texas
RFP Number
ACCT-25712
Posted
5/28/2026
Category
Auditing, Finance and Accounting
Budget
Looking for proposal
NAICS
Set-aside
Contact

Description

AI Generated

The Brazosport College District in Lake Jackson, Texas is seeking a qualified vendor to provide financial advisor, funds manager, and brokerage services. The selected provider will manage the investment of college assets, including funds specifically designated as endowments. The agency requires all investment management activities to strictly align with applicable laws, college policies, and approved investment strategies. The scope of work covers comprehensive asset management, financial advisory, and brokerage services performed entirely offsite. Eligible bidders must be onshore organizations based in the United States. The agency has not disclosed a specific budget and is looking for cost proposals from interested parties. Bidders must submit any questions regarding this opportunity no later than June 16, 2026. The agency will evaluate proposals based on the bidder's ability to meet the outlined investment management and advisory requirements.

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