When is the submission deadline?

Submissions are due November 2, 2026. Questions must be submitted by October 14, 2026.

It was issued by The City Of Colorado Springs. The work is located in Colorado Springs, Colorado, United States.

Who is a good fit for this opportunity?

Registered investment advisory firm with public-sector portfolio experience. Demonstrated expertise in principal preservation, fixed-income investments, and long-term return optimization. Capability to provide investment policy reviews, market analysis, and strategy development. Strong financial reporting and portfolio performance monitoring systems. Experience serving government authorities or municipal clients.

Investment Advisory Services (Due November 2, 2026)

Overview

Financial, Legal, HR & Staffing

Colorado Springs, Colorado, United StatesPosted: October 2, 2026Deadline: November 2, 2026

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SUMMARY

A Colorado Springs government authority seeks an investment advisor for a one-year engagement focused on principal protection, portfolio performance, market analysis, investment strategy, and detailed monthly reporting.

KEY REQUIREMENTS

Must be a registered Investment Advisor with the Securities and Exchange Commission
Must be registered with the Colorado State Division of Securities
Must have experience working with institutional clients
Must demonstrate extensive experience with management of portfolios seeking principal protection, income generation, and asset growth
Must demonstrate expertise in analyzing investment alternatives including fixed income, equities, commodities, and hedge funds
Must be able to provide GASB 40 and 72 compliant reports
Must provide a certificate of insurance evidencing required coverage types and limits
Must be authorized to do business in the State of Colorado
Must complete Exhibit 1 - Qualification Statement

CONTRACT DURATION

60 months

TIMELINE

Issue Request for Proposal: October 1st, 2026

Cut Off Date for Questions: October 14th, 2026

Proposal Due Date: November 2nd, 2026

Interviews: Tentatively November 2026

Award of Contract: Tentatively November 2026

Notice to Proceed: Tentatively November 2026

QUESTION DEADLINE

October 14, 2026

CONTACTS

Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

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Issuing Agency

The City Of Colorado Springs

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DESCRIPTION

The government authority in Colorado Springs, Colorado, is seeking an investment advisory services provider for a one-year contract. The selected advisor will be responsible for protecting principal, minimizing realized losses, and maximizing total returns through income and capital appreciation or depreciation. The authority seeks to achieve an average annual rate of return of at least 6% over a long-term period of five to ten years or longer.

The advisor will review current investment management procedures and documentation and recommend improvements. The provider will also assist in developing and implementing investment strategies that support portfolio performance amid current and anticipated market conditions, while remaining within established investment policies and cash flow requirements. Services will include timely assessments of market conditions and reactions to economic events.

The selected provider must submit detailed monthly reports in a format acceptable to the city. Reports must include information for each security, including par value, amortized cost value, book value, market value, and the percentage of the investment represented in the total portfolio. Questions must be submitted by October 14, 2026.

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Frequently asked questions

When is the submission deadline?: Submissions are due November 2, 2026. Questions must be submitted by October 14, 2026.
Who issued this RFP?: It was issued by The City Of Colorado Springs. The work is located in Colorado Springs, Colorado, United States.
Who is a good fit for this opportunity?: Registered investment advisory firm with public-sector portfolio experience
Demonstrated expertise in principal preservation, fixed-income investments, and long-term return optimization
Capability to provide investment policy reviews, market analysis, and strategy development
Strong financial reporting and portfolio performance monitoring systems
Experience serving government authorities or municipal clients

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.

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