Investment Advisory Services
Overview
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SUMMARY
KEY REQUIREMENTS
TIMELINE
Issue Date: June 24th, 2026
Questions Due: July 8th, 2026
RFP Submission Deadline: July 24th, 2026, 5PM
QUESTION DEADLINE
CONTACTS
Primary procurement contact — name, title, email, and phone
Additional decision-makers and their departments
Issuing Agency
San Miguel Authority For Regional Transportation
DESCRIPTION
A government authority in Telluride, Colorado, is seeking qualified vendors to provide professional investment management and advisory services for its operating portfolio. The selected firm will manage investments in accordance with SMART’s Investment Policy, adhering to all applicable laws and prioritizing capital preservation, liquidity, and strong net-of-fee returns within a transparent, low-cost structure.
Key responsibilities include ongoing fee transparency and disclosure of all direct and indirect investment costs, reviewing and recommending updates to the investment policy, and conducting monitoring for creditworthiness. The firm will also perform cash flow and maturity analyses, portfolio credit analysis and rebalancing, as well as market research and yield curve analysis. Comprehensive reporting on a monthly, quarterly, and annual basis is required, alongside promoting transparency and accountability in fund management.
All questions regarding this RFP must be submitted by July 8, 2026.
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Frequently asked questions
- When is the submission deadline?
- This RFP closed on July 24, 2026 and is no longer accepting submissions.
- Who issued this RFP?
- It was issued by San Miguel Authority For Regional Transportation. The work is located in Telluride, Colorado, United States.
- Who is a good fit for this opportunity?
- Registered investment advisory firm with public sector experience
- Demonstrated history in capital preservation and liquidity management
- Proven track record of fee transparency and regulatory compliance
- Ability to perform portfolio analysis, rebalancing, and comprehensive reporting
- Strong understanding of legal and policy frameworks governing public funds
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.