Investment Advisor and Management Services

The government authority in Greensboro, NC requires a USA-based organization to provide offsite nondiscretionary investment advisor and management services for its financial and administrative services department. The selected vendor must manage the County’s separate investment portfolio daily based on specific investment objectives. Responsibilities include collaborating with finance staff to develop cash flow projections, creating project expenditure schedules to align capital funds and bond proceeds with an investment plan, and serving as a general resource for training, advice, and information on Treasury operations and fixed income securities. Additionally, the vendor must supply monthly portfolio statements and quarterly investment reports covering market conditions, performance, strategies, and recommended strategy changes. The buyer accepts proposals for this three-year contract and allows digital submissions via email or online. Vendors must submit all questions by September 14, 2026. The source text provides no additional evaluation or budget details.