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A government agency in Texas issued “Investment Advisory Services” (RFQ). Solicitation BANK-0393 closed on July 6, 2026. Eligibility: Only for USA Organization. Submissions via Online Portal.
The Vendor is required to provide investment advisory services for a period beginning September 1, 2026 and ending august 31, 2028 and one (1) two-year option period beginning September 1, 2028 and ending august 31, 2030.
- Requirement:
• Recommend appropriate strategies based upon cash flow requirements
• Advise on current market conditions and other general information
• Analyze risk and return relationships between various investment alternatives
• Attend meetings, as requested by college, to discuss investments
• Assist in the selection of investment securities and, as directed by college, cause transactions to be executed
• Advise on the investment of the portfolio in a manner consistent with college investment policy
• Promptly send (or cause to be sent) trade confirmations to college.
• Assist college in creating quarterly investment reports as required by the public funds investment act, state government code, chapter 2256.
• Assist college in reviewing its investment policy to ensure continued compliance with the public funds investment act, state government code, chapter 2256.
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-0393) closed on July 6, 2026. See similar open RFPs below.
A government agency in Texas. The buyer's contact and submission details are in the solicitation documents.
Only for USA Organization.
Submissions are accepted via Online Portal. Follow the instructions in the solicitation documents.
Contract term: 1 year.
Questions and inquiries must be submitted by June 25, 2026.
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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