When is the submission deadline?

Submissions are due July 29, 2026. Questions must be submitted by July 19, 2026.

It was issued by State Of Missouri. The work is located in Jefferson City, Missouri, United States.

Who is a good fit for this opportunity?

Registered investment advisory firm with public sector investment experience. Expertise in non-discretionary investment advisory and consulting services. Strong capabilities in cash management and liquidity strategy. Experience with investment trade execution and portfolio support. Knowledge of governmental risk management and compliance requirements. Ability to provide formal reporting and stakeholder communications. Capacity to serve state-level funds and treasury-related operations.

Investment Management and Consulting Services (Due July 29, 2026)

A Missouri government authority is soliciting proposals for investment management and consulting services for state-controlled funds. The scope includes non-discretionary advisory support, trade execution, cash and liquidity management, risk management, compliance, and reporting.

Must be registered in MissouriBUYS in a Prospective or Spend Authorized status
Must achieve Approved registration status in MissouriBUYS
Must have a minimum of five years of experience providing investment advisory services for a budget of similar size and portfolio
Leadership team must include at least one government/contract relationship manager with at least three years of experience
Working team must include at least one primary investment manager with ten years of experience and one support investment manager with three years of experience
Must pass standard background checks for all personnel
Must maintain adequate liability insurance
Must be in compliance with Missouri tax laws and provide a Vendor No Tax Due certificate
Must be registered with the Missouri Secretary of State
Must certify non-participation in a boycott of Israel if the company has ten or more employees
Must enroll and participate in the E-Verify federal work authorization program

Issue Date: July 8th, 2026

Question Deadline: July 19th, 2026

Proposal Due Date: July 29th, 2026

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

Additional decision-makers and their departments

A government authority located in Jefferson, Missouri is seeking a qualified vendor to provide investment management and consulting services for funds under the custody and control of the state.

The selected firm is expected to deliver non-discretionary investment advisory services, including coordination, cash management and liquidity advisory support, investment advisory and trade execution services, risk management assistance, compliance support, and required reporting and communications. The engagement is focused on supporting the state's investment operations with professional advisory expertise and execution support.

Investment Management and Consulting Services

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