Investment Advisory Services

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.