Investment Advisory Services
Overview
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SUMMARY
KEY REQUIREMENTS
CONTRACT DURATION
TIMELINE
August 3rd, 2026: RFP available for download
August 20th, 2026: Deadline for questions
August 20th, 2026: Deadline for posting responses to questions
August 31st, 2026: Proposals due by 10:00 AM
August 31st, 2026: Virtual proposal opening at 11:00 AM
September 16th, 2026: In-person interviews with top three proposers
QUESTION DEADLINE
CONTACTS
Primary procurement contact — name, title, email, and phone
Additional decision-makers and their departments
Issuing Agency
Brazos River Authority
DESCRIPTION
A government authority in Waco, Texas, is seeking a qualified provider of non-discretionary investment advisory services for its estimated $170 million investment portfolio. The selected advisor will review cash flow requirements prepared by agency staff and develop investment strategies aligned with anticipated cash needs.
Services will include monthly reporting on investment activity, earnings, portfolio holdings, and projected cash flows. The advisor will also provide quarterly reports addressing market conditions, investment strategies, portfolio performance, and recommended changes to the investment strategy. Additional responsibilities include providing collateral valuations upon request and coordinating with external agencies to improve communication, operational efficiency, and access to investment alternatives.
The advisor will evaluate internal treasury procedures, including broker-dealer transactions and transaction audit trails, and assist with developing improvement measures and practice benchmarks for internal procedures. The contract term will be two years, and questions must be submitted by August 20, 2026.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due August 31, 2026. Questions must be submitted by August 20, 2026.
- Who issued this RFP?
- It was issued by Brazos River Authority. The work is located in Waco, Texas, United States.
- Who is a good fit for this opportunity?
- Registered investment advisory firm with public-sector portfolio experience
- Expertise managing or advising on large government investment portfolios
- Strong capabilities in cash-flow analysis, fixed-income strategy, and collateral valuation
- Experience producing monthly and quarterly investment performance reports
- Familiarity with treasury controls, broker-dealer transactions, and audit trails
- Ability to coordinate with government agencies and external financial service providers
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.