Investment Advisory Services
Overview
Fit Score
Settle Intelligence
Settle helps teams find, evaluate, and respond to public RFPs. We continuously surface new opportunities, score them against your company strengths, and draft proposal responses so you can focus on the work that wins business.
SUMMARY
KEY REQUIREMENTS
BUDGET
EstimateTIMELINE
Date Issued: April 2nd, 2026
Response Deadline: April 30th, 2026, by 5:00 p.m.
Issuing Agency
City Of Euless
Organization overview and procurement intelligence available on paid plans.
DESCRIPTION
The government authority in Euless, Texas is seeking investment advisory services to assist in the management and strategic guidance of its investment portfolio, which includes general reserves. The selected advisor will be responsible for a range of tasks including investment policy review and recommendations, cash flow analysis, and the structuring of investments.
Additionally, the provider will support ongoing portfolio strategy development and offer investment recommendations tailored to the authority's objectives. Performance measurement, benchmarking, compliance monitoring with both policy and state law, and the preparation of regular monthly and quarterly reports are required.
The advisor will also deliver economic and market updates and provide assistance during audits and other reporting processes.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.