Investment Advisory Services

The government authority located in Miami, FL requires a USA-based organization to provide offsite investment advisory services under a three-year contract. The buyer needs the selected vendor to assist in developing and implementing compliant investment strategies aligned with its objectives, liquidity needs, and risk tolerance. The vendor must monitor the portfolio for compliance, promptly report non-compliance, and help develop, review, and recommend updates to the investment policy statement. Additional responsibilities include monitoring portfolio risk, providing periodic risk assessments, recommending mitigation strategies, and maintaining transparent, auditable records of all transactions. The buyer requests proposals to determine the budget and accepts digital submissions via email or online. Vendors must submit all questions by September 4, 2026. The buyer will hold a non-mandatory pre-proposal conference on September 2, 2026. The provided text does not state any specific evaluation criteria.