Investment Advisory Services
Overview
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SUMMARY
DESCRIPTION
A government authority in Miami, Florida is seeking investment advisory services for a three-year contract. The selected vendor will assist with developing and implementing investment strategies aligned with the agency’s objectives, liquidity needs, risk tolerance, trust indenture, investment policy, applicable statutes, and prevailing market conditions.
Services will include portfolio compliance monitoring, notification of actual or potential non-compliance, assistance with developing and updating the investment policy statement, and periodic portfolio risk assessments. Risk monitoring may address interest-rate risk, credit risk, duration, concentration, liquidity, and market volatility. The advisor will also maintain transparent, complete, and auditable records of transactions and holdings and incorporate findings into periodic reports and recommendations.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due September 25, 2026.
- Who is a good fit for this opportunity?
- Registered investment advisory firm with public-sector experience
- Demonstrated expertise in portfolio strategy, risk management, and compliance
- Experience working with trust indentures and investment policy statements
- Strong capabilities in auditable recordkeeping and periodic investment reporting
- Ability to support a three-year government advisory engagement
Analysis generated by Settle AI from the source RFP.
RFP Hunter shows what is open. Settle shows what is forming.
Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.