Investment Advisory Services

The government authority in San Antonio, TX requires a vendor to provide investment advisory services for a three-year contract period. The buyer expects the vendor to execute discretionary purchases and sales of securities, establish maturity structures based on cash-flow needs, and address public-sector investment strategies, principal preservation, liquidity management, yield optimization, diversification, and risk management. Additionally, the vendor must communicate portfolio risks, submit monthly investment and cash-flow reports, deliver quarterly reports to the investment committee, and record meeting minutes. The buyer limits eligibility to US organizations and requires offsite work performance. Interested bidders must submit proposals digitally via email or online, and the buyer is currently looking for proposals to establish the budget. The buyer holds a pre-bid meeting on August 28, 2026, and sets the deadline to submit all questions for September 10, 2026.