When is the submission deadline?

Submissions are due June 17, 2026. Questions must be submitted by May 18, 2026.

It was issued by State Treasurer's Office. The work is located in Annapolis, Maryland, United States.

Who is a good fit for this opportunity?

Licensed investment advisory firm with experience managing college or public trust funds. Demonstrated expertise in asset allocation and investment policy development. Strong track record of institutional client service and regulatory compliance. Capacity to provide detailed performance analysis and reporting. Experience working with government or higher education entities.

Investment Advisor Service (Due June 17, 2026)

Overview

Financial, Legal, HR & Staffing

Annapolis, Maryland, United StatesPosted: May 29th, 2026Deadline: June 17th, 2026

Fit Score

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SUMMARY

The State seeks an investment advisor to support and monitor a college prepaid trust, including strategy recommendations, performance monitoring, and regular reporting over a five-year contract.

KEY REQUIREMENTS

CONTRACT DURATION

84 months

TIMELINE

Pre-Proposal Conference: May 4th, 2026

RSVP for Pre-Proposal Conference: April 30th, 2026

Questions Due Date: May 18th, 2026

Proposal Due Date: June 17th, 2026

Estimated Oral Presentations: July 13th, 2026 to July 31st, 2026

QUESTION DEADLINE

May 18th, 2026

Issuing Agency

State Treasurer's Office

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DESCRIPTION

A government authority in Baltimore, Maryland is seeking a qualified vendor to provide investment advisory services for the administration of a college prepaid trust. The selected advisor will assist in evaluating the trust's financial status and recommending strategies based on liquidity needs and overall financial condition.

Responsibilities include advising on asset allocation, investment structure, and the selection of appropriate investment managers to implement the investment policy. The advisor will also be tasked with recommending individualized investment objectives and policies for each manager, and conducting ongoing monitoring of all investment options for relevant qualitative issues.

A quarterly report must be prepared for the treasurer, containing detailed analysis of each investment option and watch list recommendations. The advisor will also ensure that the investment program manager's objectives align with performance and expense guidelines, with an annual review of each fund's performance. The anticipated contract period is five years.

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Frequently asked questions

When is the submission deadline?: Submissions are due June 17, 2026. Questions must be submitted by May 18, 2026.
Who issued this RFP?: It was issued by State Treasurer's Office. The work is located in Annapolis, Maryland, United States.
Who is a good fit for this opportunity?: Licensed investment advisory firm with experience managing college or public trust funds
Demonstrated expertise in asset allocation and investment policy development
Strong track record of institutional client service and regulatory compliance
Capacity to provide detailed performance analysis and reporting
Experience working with government or higher education entities

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