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A government agency in Colorado issued “Investment Advisor Services” (RFP). Solicitation BANK-0163 closed on September 1, 2025. Eligibility: Only for USA Organization.
The Vendor is required to provide one-time professional investment advisory consulting services, with the option for follow-up portfolio evaluations on a semiannual basis at a pre-negotiated rate.
- The engagement will focus on reviewing housing current investment portfolio, policies, and strategies, and providing recommendations that align with housing objectives, applicable laws, and best practices.
- Objectives
• Preserve capital and ensure the safety of housing funds.
• Ensure access to liquid cash needs.
• Ensure compliance with applicable statutes, department regulations, and housing investment policy.
• Provide actionable recommendations for optimizing investment returns within housing risk tolerance.
• Offer an option for future periodic reviews at agreed-upon rates.
• Fulfill fiduciary obligations to act solely in housing best financial interest.
- One-Time Consulting Engagement
• Comprehensive review of housing existing investment portfolio and strategy.
• Evaluation of current investments against housing objectives, risk profile, and policy constraints.
• Review and suggested updates to housing draft investment policy.
• Written recommendations, including potential portfolio adjustments and alternative strategies.
• All recommendations in the final report must include clear, step-by-step instructions for implementation.
- Optional Follow-Up Services (Quarterly or Semiannual)
• Conduct follow-up reviews upon housing request to assess performance, market changes, and compliance.
• Updated recommendations based on economic and market conditions.
• Concise follow-up reports with actionable, step-by-step guidance.
- Contract Period/Term: 5 years
- Questions/Inquires Deadline: August 25, 2025
Ask any question about the RFP and its amendments. Instantly surface schedules, deliverables, compliance items, evaluation criteria, and budget details with 100% source-backed answers.
Quick answers about deadlines, eligibility and submission for this solicitation.
No. This opportunity (BANK-0163) closed on September 1, 2025. See similar open RFPs below.
A government agency in Colorado. The buyer's contact and submission details are in the solicitation documents.
Only for USA Organization.
Contract term: 5 years.
Questions and inquiries must be submitted by August 25, 2025.
Yes. After purchase, with a subscription or during a free trial, the RFPPlanet AI Assistant answers questions sourced from this RFP’s documents, such as requirements, evaluation criteria and key dates.
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