Municipal and Investment Advisory Services
Location:
Lawrence, Kansas, United States
Posted on:
Deadline:
Summary:
Lawrence, Kansas government is seeking a firm to provide municipal and investment advisory services, including investment strategy analysis, asset allocation, and debt policy development.
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The government authority in Lawrence, Kansas seeks a vendor to deliver comprehensive municipal and investment advisory services. The selected company will analyze and advise on investment strategies, asset reallocation, and performance benchmarking. Responsibilities include establishing strategic asset allocations, developing investment and debt management policies, and evaluating financial resources to determine the issuer's capacity for obligations, including analysis of existing debt structures and revenue sources.
The advisor will assist with new money and refunding financing transactions, considering complexity, market acceptance, rating, size, and structure to recommend appropriate sale methods. The contract period is one year, with all questions about the RFP to be submitted by March 30, 2026.
Best-fit vendors:
• Expertise in municipal financial advisory services
• Experience developing investment and debt management policies for government entities
• Strong analytical capabilities in asset allocation and debt structuring
• Past performance in advising public sector clients
• Licensed and registered with relevant financial authorities
