Investment Advisor Service

The government authority in Austin, TX requires a vendor to provide non-discretionary investment advisor services. The selected vendor must deliver timely market assessments and manage agency operating portfolios and tax-exempt bond funds within agency investment policy guidelines. Additionally, the vendor must assist in developing, reviewing, and updating a cash-flow model for investment decisions, while monitoring creditworthiness and reporting adverse credit rating actions. The buyer limits eligibility strictly to USA organizations, and the vendor will perform all work offsite. The contract spans a five-year period. The buyer requests proposals to establish the budget and requires vendors to submit all questions by September 4, 2026.