Investment Advisory Services

Overview

Financial, Legal, HR & Staffing

Suwanee, Georgia, United StatesPosted 10 days agoDeadline: May 18th, 2026

Fit Score

Settle Intelligence

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SUMMARY

A Georgia government authority seeks comprehensive investment advisory services including planning, policy review, portfolio monitoring, and regular performance reporting.

KEY REQUIREMENTS

Must be a registered investment advisor with the SEC
Must be registered to conduct business in Georgia
Must have a minimum of five years of experience managing governmental operating funds or construction bond proceeds
Must have a minimum of $10 billion in assets under ongoing management
Must be independent of any financial institution or securities brokerage firm or fully disclose such relationships
Must have knowledge of Georgia investment statutes and GCPS investment policy
All security solicitations must be conducted through brokers affiliated with a Georgia bank or licensed in Georgia

BUDGET

Estimate

$50,000 – $250,000

TIMELINE

Questions regarding the RFI are due by May 7th, 2026.

RFI submissions are due by May 18th, 2026.

QUESTION DEADLINE

May 7th, 2026

Issuing Agency

Gwinnett County Public Schools

Organization overview and procurement intelligence available on paid plans.

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DESCRIPTION

A government authority in Georgia is seeking investment advisory services. The selected vendor will be responsible for providing long range planning for cash management, liquidity, and the structure of investment programs. Duties include reviewing investment statutes, enhancing the agency's investment policy, and developing investment strategies that align with policy constraints and cash flow requirements.

The advisor will help establish and document broker/dealer guidelines and due diligence processes, identify suitable investment instruments for liquid and core funds, and set standards for benchmarking portfolio performance. Ongoing responsibilities include continuous monitoring of financial markets, evaluating institutions’ creditworthiness, and reviewing portfolio results. The provider will deliver timely advice regarding market changes and regulatory updates, attend Board or Investment Committee meetings as needed, and provide monthly performance reports including yield, diversification, and overall performance.

Source attribution

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