Broker Dealer Financial Services

The government authority located in Irvine, California, seeks a vendor to provide broker-dealer financial services. The buyer requires active investment management and broker services with primary objectives prioritized by safety of principal, portfolio liquidity, and return on investment. Vendors must conduct active investment management through frequent monitoring of financial markets and execute active security trading, including potential arbitrage transactions. The contract spans a three-year period. Vendors must perform all work offsite and maintain an onshore presence strictly within the USA. The buyer accepts digital submission of responses via email or online and asks vendors to submit proposals for the budget. Interested parties must submit all questions no later than September 1, 2026.