Investment Advisory Services

Newspaper Advertisements: March 4, 2026

Newspaper Advertisements: March 11, 2026

Pre-proposal conference: March 12, 2026 at 10:00 a.m.

Deadline to receive questions: March 13, 2026 at 5:00 p.m.

Deadline to submit proposals: April 1, 2026 before 2:00 p.m.

Estimated award: May 2026 or after.

Contract Term Commences: September 1, 2026 through August 31, 2030.

A government authority in Brownsville, Texas is seeking a qualified vendor to provide comprehensive investment advisory services for a period of four years. The selected vendor will actively manage, advise, and recommend the investment of funds for a college, with options for both discretionary and non-discretionary portfolio management.

Key responsibilities include ongoing portfolio management, development and review of investment policies and internal procedures, and robust reporting with multiple types and schedules. The advisor will be responsible for reviewing custodial and safekeeping arrangements, conducting due diligence and maintaining relationships with brokers and dealers, and facilitating individual transactions with appropriate forms and confirmations. Trade confirmations and activity reports will be sent directly to the client, along with safekeeping clearance receipts and holdings reports.

Additionally, the vendor must submit portfolio reports monthly and quarterly as specified by the investment policy and contract terms, and provide credit analysis of security issuers and financial institutions. All questions related to the RFP must be submitted by March 25, 2026.