Investment Advisory Services

The government authority located in Miami, FL requires an onshore USA organization to provide investment advisory services for a three-year contract period. The selected vendor must provide recommendations on investment opportunities, including asset allocation, portfolio construction, and rebalancing. The contractor needs to deliver timely market assessments and written market commentary, monitor portfolio risk, and assist in developing investment strategies aligned with the agency's objectives, liquidity needs, and risk tolerance. Additionally, the vendor must provide training on topics such as investment policy education and fiduciary best practices upon request. Vendors may perform the work onsite or offsite. The buyer conducts a non-mandatory pre-proposal conference on September 02, 2026. Bidders must submit all questions no later than September 04, 2026. The buyer seeks proposals for the project budget and has not provided evaluation criteria in the text.