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60 state, local & education solicitations AI-tagged as Investment Advisory.
AI Summary
Metro Water in Utah seeks proposals for Investment Advisor Services to manage reserves and comply with bond commitments. The RFP opens April 22, 2026, and closes May 11, 2026.
Utah · Utah
AI Summary
Maryland Treasurer's Office seeks investment advisory services for managing multiple state investment programs including prepaid college plans, ABLE plans, local investment pools, and the General Fund portfolio.
maryland · maryland
AI Summary
City of Phoenix seeks financial advisory services under a five-year contract starting October 2026. The RFQ requires experience in municipal financial advisory, regulatory compliance, and staffing. Key dates include a pre-proposal meeting on April 22, 2026, and questions due by May 1, 2026.
City of Phoenix · Arizona
AI Summary
Wharton County Junior College seeks proposals from qualified investment advisory firms to manage all college investment assets, including the endowment fund, and provide advisory services for capital project financing.
Texas · Texas
AI Summary
South Whitehall Township, PA seeks professional firms for pension plan administration, investment advisory, actuarial, custodial, and fiduciary services for municipal pension plans. Proposals due April 29, 2026, via PennBid.
Pennsylvania · Pennsylvania
AI Summary
RGRTA seeks proposals for pension fund investment advisory and trustee services for two pension plans for non-union employees. Proposals due May 1, 2026. Previous awardee: USI Investment Advisors, Inc.
new york · new york
AI Summary
The City of Indio requests proposals for non-discretionary investment advisory and portfolio management services compliant with state law and city policy.
City of Indio · California
AI Summary
City of Dallas seeks proposals for investment monitoring and advisory services for its police, fire, and employee pension systems under an RFP due May 1, 2026.
City of Dallas · Texas
AI Summary
The City of Euless, Texas seeks qualified investment advisory firms to provide portfolio management, policy review, compliance monitoring, reporting, and audit assistance through an RFI process.
Texas · Texas
AI Summary
The City of Craig's Moffat Economic Development Authority seeks proposals for investment advisory services. The RFP is open from April 1 to May 1, 2026, with a question deadline on April 17, 2026.
City of Craig · Colorado
Common questions about finding and winning Investment Advisory government contracts.