Investment Advisor Services
Overview
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SUMMARY
DESCRIPTION
The government authority in San Marcos, Texas, seeks an investment advisor to support the management of its investment portfolio. The selected advisor will receive instructions from the Treasurer regarding securities purchases and sales and will actively research market conditions, securities, and investment opportunities aligned with the County’s investment goals.
The advisor will provide daily assessments of the market, including reactions to economic events, and assist in developing and implementing investment strategies that enhance portfolio performance while complying with established investment policies and cash flow requirements. The advisor must provide an annual written acknowledgement of full understanding of the Investment Policy, review the policy annually, recommend appropriate amendments, and assess current investment management procedures and documentation for potential improvements.
The selected firm will also prepare detailed monthly investment reports in a format specified by applicable state code and acceptable to the County.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due August 25, 2026.
- Who is a good fit for this opportunity?
- Registered investment advisory firm with public-sector portfolio management experience
- Demonstrated expertise in government investment policies, securities transactions, and cash-flow management
- Ability to provide daily market analysis and actionable investment recommendations
- Experience preparing compliant monthly investment reports and reviewing investment procedures
- Strong understanding of Texas state investment requirements
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.