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84 state, local & education solicitations AI-tagged as Investment Advisory.
AI Summary
Seeking an Investment Advisor to provide consulting and advisory services to support the INVENT program in Illinois. Includes a non-mandatory WebEx pre-bid conference on July 6, 2026.
Illinois · Illinois
AI Summary
The Village of Mount Prospect is soliciting qualifications from firms or individuals to provide fiduciary and investment advisory services for its 457b deferred compensation and Retirement Health Savings plans.
Village of Mount Prospect · Illinois
AI Summary
The Village of Mount Prospect seeks qualified firms to provide fiduciary and investment advisory services for its 457b deferred compensation and retirement health savings plans, managing assets totaling over $60 million for approximately 330 employees and former employees.
Village of Mount Prospect · Illinois
AI Summary
City of Loveland seeks professional non-discretionary investment advisory services via a formal RFP. Proposals must include transparent fee structures and be submitted electronically by July 2, 2026.
City of Loveland · Colorado
AI Summary
Central Texas College District seeks qualified firms for investment advisory services under RFQ 27-004, with a due date of July 6, 2026.
Central Texas College District · Texas
AI Summary
RFP for professional investment advisory services focused on conservatorship investment management for the state of Oregon.
DAS On-Behalf Of · Oregon
AI Summary
The State of Oregon seeks a professional investment advisor through an RFP for conservatorship investment services. The contract involves financial management for conservatorship accounts. Key dates: start June 8, 2026; due June 24, 2026.
Oregon · Oregon
AI Summary
Cook County, IL requests proposals for a Deferred Compensation Plan. The RFP includes submission deadlines and required pricing proposal forms. This opportunity involves financial and retirement plan management services.
Cook County, IL · Illinois
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.
Daytona State College · Florida
AI Summary
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.
Texas Regional Authority · Texas
Common questions about finding and winning Investment Advisory government contracts.