Investment Advisory Services

Overview

Financial, Legal, HR & Staffing

Georgetown, Texas, United StatesPosted about 1 month agoDeadline: April 30th, 2026

Fit Score

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SUMMARY

The City of Georgetown, Texas requests investment advisory services to guide fund management, reporting, policy review, risk analysis, and portfolio strategy for its governmental funds.

KEY REQUIREMENTS

Must be an investment advisor registered with the Securities and Exchange Commission
Must be an investment advisor registered with the Texas State Securities Board
Must demonstrate extensive experience with fixed income securities
Must have experience serving as an investment advisor for municipalities and other public entities in Texas
Must provide audited financial statements for the past three years
Must provide proof of bonding capability for the project budget
Must comply with Texas Government Code Chapter 2256 (Public Funds Investment Act)
Must provide a conflict of interest questionnaire if a business relationship exists with the City or its officers

BUDGET

Estimate

$50,000 – $150,000

CONTRACT DURATION

60 months

TIMELINE

Proposal Released: April 2nd, 2026

Pre-Proposal Meeting: April 9th, 2026

Questions Due: April 21st, 2026

Proposals Due: April 30th, 2026

Review Period: May 1st – 14th, 2026

Earliest Award by City: July 2026

QUESTION DEADLINE

April 21st, 2026

Issuing Agency

City Of Georgetown

Organization overview and procurement intelligence available on paid plans.

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DESCRIPTION

The City of Georgetown, Texas, is seeking qualified vendors to provide comprehensive investment advisory services. The selected firm will manage services related to fund investment, including executing securities transactions for operating and bond funds, delivering investment guidance, thorough reporting, and reviewing investment policies and procedures.

Key service objectives include maintaining preservation of principal, ensuring sufficient liquidity, upholding public trust, and securing reasonable returns. The advisor will be responsible for providing monthly and quarterly investment reports, aiding policy and strategy development for governmental funds, and utilizing independent research and credit reviews to support decision-making. Responsibilities also include conducting daily portfolio reviews, preparing continuity plans, evaluating market conditions, recommending risk mitigation strategies, analyzing arbitrage liabilities, and supplying ongoing credit analysis of investment instruments.

Additional duties involve maturity analysis, assisting with investment ladders, managing maturity timing, attending committee meetings when requested, and providing ongoing recommendations for best practices in banking, cash management, and cash handling. Assistance may be required in evaluating securities clearing providers and forecasting interest earnings to inform cash flow planning and budgets. The contract is offered for a one-year term.

Source attribution

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