Investment Advisor Service

Overview

Financial, Legal, HR & Staffing

Craig, Colorado, United StatesPosted about 1 month agoDeadline: May 1st, 2026

Fit Score

Settle Intelligence

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SUMMARY

Seeking an investment advisor to guide investment decisions, policy updates, and risk assessments for a Craig, Colorado authority over a two-year term.

KEY REQUIREMENTS

Must be a registered investment advisor with appropriate finance licenses and certifications
Must have specialized training or certifications specific to project financing and economic development goals
Must have experience providing financial and investment advisory services for public entities
Must have familiarity with legal and regulatory frameworks governing investment and management of public funds
Project Lead must have expertise in investment advisory services, financial modeling, risk assessment, and financial analysis
Project Lead must have experience working collaboratively with project stakeholders
Must agree to remain independent with respect to services provided
Must disclose any existing or anticipated conflicts of interest

BUDGET

Estimate

$50,000 – $150,000

CONTRACT DURATION

24 months

TIMELINE

Issue Date: April 1st, 2026

Deadline for submitting questions: April 17th, 2026

Submission Deadline: May 1st, 2026

QUESTION DEADLINE

April 17th, 2026

Issuing Agency

Moffat Economic Development Authority

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DESCRIPTION

The government authority located in Craig, Colorado is seeking proposals from qualified vendors to provide investment advisor services. The selected firm will be responsible for researching investment options and recommending allocations that ensure both the preservation and growth of the authority's funds, adhering to the authority's investment policy and applicable laws.

The scope of work includes assisting with amendments to the authority's investment policy to reflect recent changes, providing ongoing financial and investment advisory services, and developing risk assessments to support risk allocation and financial analysis. The contract term will be for two years, and all prospective vendors must submit questions regarding the RFP by April 17, 2026.

Source attribution

This Settle analysis is based on the issuing organization’s public RFP listing.