Investment Advisory Services
Overview
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SUMMARY
DESCRIPTION
A government authority in Arvada, Colorado is seeking a vendor to provide investment advisory services for its portfolio management needs. The selected advisor will deliver investment management services on a discretionary basis, including executing securities purchases and sales, providing investment advice, and preparing regular investment reports.
The current portfolio under management is approximately $60 million, along with a bond proceeds portfolio. Consultants should be prepared for the portfolio size to fluctuate over time based on normal operations and the timing of capital projects. Questions related to the solicitation must be submitted by August 4, 2026.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due August 13, 2026.
- Who is a good fit for this opportunity?
- Registered investment advisory firm with public sector portfolio management experience
- Expertise in discretionary investment management and fixed-income securities
- Experience managing municipal or government investment portfolios of similar size
- Strong reporting and compliance capabilities for public funds oversight
- Familiarity with bond proceeds portfolio management
- Ability to serve Colorado-based government clients
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.