When is the submission deadline?

Submissions are due September 25, 2026. Questions must be submitted by September 4, 2026.

What is the budget for this RFP?

The published budget is $1,000,000.

It was issued by Greater Miami Expressway Agency. The work is located in Miami, Florida, United States.

Who is a good fit for this opportunity?

Registered investment advisory firm with public-sector or governmental client experience. Demonstrated expertise in asset allocation, portfolio construction, rebalancing, and risk management. Strong capabilities in market research, economic analysis, and investment reporting. Experience aligning investment strategies with liquidity needs, risk tolerances, and trust indentures. Ability to provide fiduciary education and ongoing advisory support.

Investment Advisory Services (Due September 25, 2026)

Overview

Financial, Legal, HR & Staffing

Miami, Florida, United StatesPosted: August 13, 2026Deadline: September 25, 2026

Settle Signals

Market intelligence for public sector sales teams

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.

Learn more about Settle

SUMMARY

A Miami government authority seeks an investment advisor for a three-year engagement covering portfolio strategy, market analysis, risk monitoring, reporting, and investment-related training.

KEY REQUIREMENTS

Must be registered with the Securities and Exchange Commission (SEC) as an Investment Adviser
Must have notice filed with the Florida Office of Financial Regulation (OFR) as a Federal Covered Adviser
Must have experience in managing at least One Billion Dollars ($1,000,000,000.00) of domestic fixed income assets for public entities
Must have a minimum of ten (10) years of experience in managing fixed income assets for state and/or local government
Must have at least five (5) years of experience in advising governmental agencies
Must be financially solvent and appropriately capitalized
Account Manager must have a minimum of ten (10) years of specific experience in public funds investment management in Florida
Must provide a minimum of three (3) verifiable client references

BUDGET

Verified

$1,000,000

CONTRACT DURATION

36 months

TIMELINE

Release of Solicitation Documents: August 12th, 2026

Non-Mandatory Pre-Proposal Conference: September 2nd, 2026

Deadline to submit Questions: September 4th, 2026

Deadline for Responses to Questions: September 9th, 2026

Deadline to Request Meeting with Technical Representative: September 11th, 2026

Proposal Submittal Deadline: September 25th, 2026

Technical Evaluation Committee (TEC) Meeting: October 2026

Endorsement of Recommended Contract Award: October 2026

GMX Board approval of Contract Award: December 2026

Posting of Notice of Award: December 2026

Issuance of Notice to Proceed: December 2026

QUESTION DEADLINE

September 4, 2026

CONTACTS

Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

See Decision-Maker Contacts

Issuing Agency

Greater Miami Expressway Agency

Organization overview and procurement intelligence available on paid plans.

See Issuer Research

DESCRIPTION

A government authority in Miami, Florida is seeking investment advisory services for a three-year contract. The selected advisor will provide recommendations on investment opportunities, including asset allocation, portfolio construction, and rebalancing, while helping develop and implement strategies aligned with the agency’s objectives, liquidity needs, risk tolerance, and trust indenture.

Services will include timely market assessments, analysis of economic indicators and their potential effects on the investment portfolio, written market commentary for periodic reports and meetings, portfolio risk monitoring, and periodic risk assessments with mitigation strategies. Training may also be requested on investment policies, market updates, portfolio reviews, and fiduciary best practices.

Questions must be submitted by September 4, 2026. A non-mandatory pre-proposal conference is scheduled for September 2, 2026, and proposals are due September 25, 2026.

Similar RFPs

Frequently asked questions

When is the submission deadline?: Submissions are due September 25, 2026. Questions must be submitted by September 4, 2026.
What is the budget for this RFP?: The published budget is $1,000,000.
Who issued this RFP?: It was issued by Greater Miami Expressway Agency. The work is located in Miami, Florida, United States.
Who is a good fit for this opportunity?: Registered investment advisory firm with public-sector or governmental client experience
Demonstrated expertise in asset allocation, portfolio construction, rebalancing, and risk management
Strong capabilities in market research, economic analysis, and investment reporting
Experience aligning investment strategies with liquidity needs, risk tolerances, and trust indentures
Ability to provide fiduciary education and ongoing advisory support

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.

See how Settle works