When is the submission deadline?

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

It was issued by Delaware River Joint Toll Bridge Commission. The work is located in Yardley, Pennsylvania, United States.

Who is a good fit for this opportunity?

Registered investment advisory or institutional investment management firm. Demonstrated experience managing public-sector or government authority portfolios. Expertise in fixed-income securities, economic analysis, yield-curve analysis, and cash-flow planning. Strong capabilities in investment policy compliance, trust indenture requirements, portfolio reporting, and recordkeeping. Ability to provide full-time advisory support and coordinate transactions with trustees.

Investment Consulting and Management Services (Due September 25, 2026)

Overview

Financial, Legal, HR & Staffing

Yardley, Pennsylvania, United StatesPosted: August 17, 2026Deadline: September 25, 2026

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SUMMARY

A government authority seeks a qualified investment consulting firm to provide full-time, non-custodial and nondiscretionary portfolio management, securities research, transaction support, reporting, compliance monitoring, and investment strategy recommendations.

KEY REQUIREMENTS

Must be a qualified professional investment advisory firm
Must act as a fiduciary to the Commission
Must comply with applicable federal and state securities laws
Must maintain required registrations and licenses
Must have experience providing services to governmental entities
Must provide non-custody, non-discretionary investment consulting and management services
Must agree to abide by standard Consultant/Retainer Insurance Requirements
Must not accept soft dollars, rebates, revenue sharing or other consideration from any broker, dealer or issuer
Must refrain from recommending or soliciting investments in proprietary funds or investment products managed by the firm or its affiliates

CONTRACT DURATION

36 months

TIMELINE

Issue/Post RFP: August 14th, 2026

Inquiry Deadline: September 4th, 2026

Inquiry Responses Posted: September 18th, 2026

Submission Deadline for Proposals: September 25th, 2026

QUESTION DEADLINE

September 4, 2026

CONTACTS

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

Additional decision-makers and their departments

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Issuing Agency

Delaware River Joint Toll Bridge Commission

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DESCRIPTION

A government authority in Yardley, Pennsylvania is seeking a qualified provider of non-custodial, nondiscretionary investment consulting and management services. The selected firm will manage the commission’s investment portfolio on a full-time basis in accordance with stated investment objectives, the investment policy, and the trust indenture, as applicable.

The provider will identify, research, and recommend securities for purchase; place approved purchase and sale orders; communicate settlement information; and assist with coordinating settlements with the trustee. The firm will also advise commission staff on fixed-income securities, economic conditions, yield-curve analysis, permitted investments, and relevant market developments.

Additional responsibilities include developing cash-flow projections, preparing customized reports and statements, maintaining complete portfolio records, demonstrating portfolio composition, diversification, and policy compliance, and recommending investment strategies appropriate to current and future market conditions. The provider may also research and recommend permitted alternative investment opportunities that could benefit the portfolio while meeting policy, trust indenture, and cash-flow requirements.

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Frequently asked questions

When is the submission deadline?: Submissions are due September 25, 2026. Questions must be submitted by September 4, 2026.
Who issued this RFP?: It was issued by Delaware River Joint Toll Bridge Commission. The work is located in Yardley, Pennsylvania, United States.
Who is a good fit for this opportunity?: Registered investment advisory or institutional investment management firm
Demonstrated experience managing public-sector or government authority portfolios
Expertise in fixed-income securities, economic analysis, yield-curve analysis, and cash-flow planning
Strong capabilities in investment policy compliance, trust indenture requirements, portfolio reporting, and recordkeeping
Ability to provide full-time advisory support and coordinate transactions with trustees

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.

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