Financial Advisor, Funds Manager and Brokerage Services

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 specifically designated endowment funds, in strict accordance with applicable laws, college policies, and approved investment strategies. The district requires these professional services to ensure the compliant, strategic, and effective growth and preservation of its financial portfolios. Eligible bidders must be organizations based entirely within the United States. The district expects the selected vendor to perform all contracted work offsite. The district has not disclosed a specific budget and is seeking competitive pricing proposals from interested parties. Prospective bidders must submit all clarification questions regarding this opportunity no later than June 16, 2026. The district will evaluate proposals based on the vendor's ability to meet the specified investment management and advisory requirements.