The government authority located in Denton, Texas is seeking a vendor to provide investment advisory services. The selected company will manage the investment portfolio in a non-discretionary manner, acting in both an advisory and administrative capacity under the established investment policy guidelines. Responsibilities include preparing investment reports utilizing SymPro investment software to track purchases, sales, and liquidity balances.

The advisor will participate in quarterly investment committee meetings to review portfolio performance, strategy, interest rates, and economic trends. Additional duties involve assisting in the development and implementation of investment strategies to enhance performance within the parameters of the investment policy and cash flow requirements. Vendors must describe primary strategies for adding value and improving returns and provide bank collateral pricing and reviews as needed. All bidders must be registered investment advisors as defined and regulated.