Investment Advisory Services

The San Miguel Authority for Regional Transportation in Telluride, Colorado is seeking professional investment management and advisory services to manage its operating portfolio. The agency requires these services to ensure compliance with its investment policy and all applicable laws while emphasizing capital preservation, liquidity, transparent low-cost structures, and strong net-of-fee returns. The selected advisor will promote transparency and accountability in fund management through full fee transparency and ongoing disclosure of all direct and indirect investment costs. The scope of work covers investment policy review and recommendations, creditworthiness monitoring, cash flow and maturity analysis, and portfolio credit analysis and rebalancing. The agency also requires market research, yield curve analysis, and the delivery of monthly, quarterly, and annual reporting. Performance of the work may occur onsite or offsite depending on the project needs. Eligibility is limited to onshore organizations based in the United States. The agency has not disclosed a specific budget and is looking for proposals to determine the cost of services. Bidders must submit all questions regarding this opportunity no later than July 08, 2026.