Investment Advisor Services
Overview
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SUMMARY
KEY REQUIREMENTS
CONTRACT DURATION
TIMELINE
RFP Release Date: August 25th, 2026
Last Day for Questions: September 15th, 2026
Addendum if Needed: September 16th, 2026
Proposal Due: September 22nd, 2026
QUESTION DEADLINE
CONTACTS
Primary procurement contact — name, title, email, and phone
Additional decision-makers and their departments
Issuing Agency
Grayson College
DESCRIPTION
A government authority in Denison, Texas is seeking an investment advisor to provide comprehensive advisory services for all college investment assets. The selected provider will deliver strategic investment advice and portfolio management designed to maximize investment opportunities, optimize interest income, and support the college’s financial objectives through informed recommendations on investment instruments and risk management strategies.
Services will include managing the college’s investment portfolio, advising on yields and investment options, executing approved purchases and sales of securities or other authorized investments, and developing cash flow projections aligned with the college’s financial needs. The provider will also be responsible for performance monitoring and reporting, periodic risk analyses of current and potential investments, arbitrage compliance related to bond funding, and analysis of risks associated with the college’s depository institutions.
The contract period will be three years. Questions must be submitted by September 15, 2026, and proposals are due September 22, 2026.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due September 22, 2026. Questions must be submitted by September 15, 2026.
- Who issued this RFP?
- It was issued by Grayson College. The work is located in Denison, Texas, United States; Van Alstyne, Texas, United States.
- Who is a good fit for this opportunity?
- Registered investment advisory firm with institutional portfolio management experience
- Demonstrated expertise in public-sector or higher-education investment portfolios
- Experience with cash flow forecasting, investment risk analysis, and performance reporting
- Knowledge of arbitrage compliance for bond-funded investments
- Strong understanding of depository institution risk and authorized investment instruments
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.