Investment Advisory and Portfolio Management Services

A government authority in Denver, Colorado, seeks a USA-based organization to provide investment advisory and portfolio management services. The buyer requires the vendor to conduct investment research, supervise portfolio assets, and execute a continuous investment program in accordance with statutory guidelines and its adopted Investment Policy. Duties include continuously monitoring market conditions, placing order instructions with qualified brokers for best execution, and instructing designated custodians. The vendor must provide monthly accounting statements, quarterly performance reports, annual presentations to the Board of Directors, and assistance with GASB compliance, audit requests, and bond proceed management. Work performance will occur both onsite and offsite. Bidders must submit proposals digitally via email or online, as the buyer is actively looking for proposals. The buyer sets a firm deadline for all questions, requiring submission no later than September 14, 2026.