Investment Advisory Services

Overview

Financial, Legal, HR & Staffing

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

Fit Score

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SUMMARY

A Colorado government authority seeks proposals for comprehensive investment advisory services to support its economic development programs.

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

Organization overview and procurement intelligence available on paid plans.

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DESCRIPTION

A government authority in Craig, Colorado is seeking a vendor to provide investment advisory services. The selected firm will offer financial analysis, expert advice, and recommendations to support investment decisions and the formulation of financial goals for various economic development programs and projects.

The scope includes thoroughly researching investment options, recommending appropriate allocations to preserve and grow the authority's funds, and ensuring all strategies comply with established investment policies and relevant laws. The vendor will also develop risk assessments to inform both risk allocation and comprehensive financial analysis. Firms must demonstrate expertise in investment advisory, financial modeling, risk assessment, and financial analysis.

Source attribution

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