Investment Advisory Government Contracts

AI Summary

Daytona State College requests qualified firms to submit sealed responses for investment advisory services for its Foundation. The RFQu # 26-008 requires physical bid submission by July 20, 2026, with questions due by June 23, 2026.

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The Trinity River Authority of Texas seeks proposals for retirement investment advisory and consulting services, including financial planning, pension funding strategies, fiduciary support, investment monitoring, and vendor procurement assistance.

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RFP for financial advisory services by the City of Winston-Salem, NC, with proposals due June 17, 2026.

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The City of Stockton, CA, seeks proposals for a Fiduciary Advisor to provide independent investment advisory, plan review, and compliance guidance. Proposals due by June 11, 2026, 2 PM PDT.

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Opportunity Home San Antonio seeks proposals from qualified firms to provide investment advisory services for its Employee Money Purchase Pension Plan. The RFP includes submission deadlines and required documentation.

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The Township of Toms River, NJ seeks proposals for financial services specializing in retirement planning. The contract requires compliance with municipal regulations and submission of detailed professional qualifications and certifications. Electronic proposals are due by May 19, 2026.

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The City of Malibu seeks a qualified firm to provide professional investment advisory services including portfolio management, risk assessment, and compliance. Services will be performed remotely with virtual coordination. The firm must demonstrate experience managing public assets and investment strategies.

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The City of Placentia seeks qualified investment advisory firms to manage a customized investment program aligned with its investment policy, focusing on safety, liquidity, and yield. Proposals are due by May 28, 2026.

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Larimer County, Colorado, requests quotes for advisory services for its 401(a) Contributory Retirement Plan. The RFQ requires electronic bid submission by May 14, 2026.

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Hillsborough County seeks to award a sole source contract to OneDigital Investment Advisors LLC for 5 years of retirement plan advisory and fiduciary support services, including investment management, fiduciary education, and participant financial counseling, at an estimated cost of $237,500.