Investment Advisor Services

Overview

Financial, Legal, HR & Staffing

Jupiter, Florida, United StatesPosted about 1 month agoDeadline: April 16th, 2026

Fit Score

Settle Intelligence

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SUMMARY

Florida government authority seeks an investment advisor to manage and advise on a $160 million portfolio covering operating and capital funds.

KEY REQUIREMENTS

Be a Florida licensed professional
Provide investment advisor services for the Town's investment portfolio
Assist with operating and capital funds totaling approximately $160 million
Recommend investment management strategies
Recommend policy and procedural changes
Recommend investment selection and disposition options
Adhere to Florida state laws
Adhere to Town guidelines, policies, and procedures

BUDGET

Estimate

$150,000 – $800,000

TIMELINE

Broadcast Date: March 25th, 2026

Proposals Due: April 16th, 2026

Issuing Agency

Town of Jupiter

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DESCRIPTION

The government authority in Florida is seeking a vendor to provide investment advisor services for the management of its investment portfolio. The selected advisor will assist the town with advisory services pertaining to its operating and capital funds, which total approximately $160 million.

The scope includes supporting investment strategies, ensuring proper management of public funds, and offering guidance to maximize returns while maintaining compliance with applicable policies and regulations. The investment advisor will contribute expertise to help the town efficiently manage its sizable portfolio and meet its financial objectives.

Source attribution

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