Investment Advisory Services
Overview
Fit Score
Settle Intelligence
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SUMMARY
KEY REQUIREMENTS
BUDGET
EstimateCONTRACT DURATION
TIMELINE
Issue Date: March 5th, 2026
Questions Deadline: March 18th, 2026
Response Deadline: March 25th, 2026
QUESTION DEADLINE
Issuing Agency
City Of Denton, Texas
Organization overview and procurement intelligence available on paid plans.
DESCRIPTION
The government authority located in Denton, Texas is seeking a vendor to provide investment advisory services. The selected company will manage the investment portfolio in a non-discretionary manner, acting in both an advisory and administrative capacity under the established investment policy guidelines. Responsibilities include preparing investment reports utilizing SymPro investment software to track purchases, sales, and liquidity balances.
The advisor will participate in quarterly investment committee meetings to review portfolio performance, strategy, interest rates, and economic trends. Additional duties involve assisting in the development and implementation of investment strategies to enhance performance within the parameters of the investment policy and cash flow requirements. Vendors must describe primary strategies for adding value and improving returns and provide bank collateral pricing and reviews as needed. All bidders must be registered investment advisors as defined and regulated.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.