Investment Advisor Services

The government authority located in Denison, Texas seeks an investment advisor to provide comprehensive investment advisory services for all college investment assets over a three-year contract period. The selected vendor must manage the college's investment portfolio, deliver strategic investment advice, optimize interest income, and execute authorized security purchases or sales upon college approval. Additional responsibilities include developing cash flow projections, monitoring performance, conducting periodic risk analyses, providing bond funding arbitrage compliance, and assessing risks related to depository institutions. The buyer requires an onshore USA organization to perform all work offsite. Interested bidders must submit their proposals digitally via email or online, as the buyer is looking for proposals to determine the budget. Bidders must submit all questions no later than September 15, 2026.