Investment Advisory Services Government Contracts

AI Summary

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.

AI Summary

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.

AI Summary

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.

AI Summary

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.

AI Summary

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.

AI Summary

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.

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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.

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Battery Park City Authority seeks proposals for comprehensive financial investment advisory services including portfolio management, compliance monitoring, and strategy development. MWBE and SDVOB participation encouraged with specific goals. Proposals due by May 13, 2026.

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.