Investment Advisory Services 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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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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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.

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Gwinnett County Public Schools in Georgia seeks information for investment advisory services. Registration at the procurement portal is required to participate. Closing date is May 18, 2026.

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Gwinnett County Public Schools seeks information from investment advisory firms on capabilities, service models, and pricing. This RFI is informational only and does not guarantee contract award.

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County of Alameda seeks an independent consultant to evaluate its Treasury Pool's investment performance, governance, benchmarking, and reporting over the past five years. The contract is for one year with an option to renew. Proposals are due by June 1, 2026.

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Galveston County, TX seeks a qualified investment advisory firm to provide expert guidance and support for managing the County's investment portfolio, focusing on safety, liquidity, and yield. Proposals due May 28, 2026.