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6 state, local & education solicitations AI-tagged as Investment Portfolio Management.
AI Summary
Hays County, Texas seeks an SEC-registered investment advisory firm to manage its $80M investment portfolio, optimizing returns per County policy and State law. Proposals due August 25, 2026.
San Marcos · Texas
AI Summary
Hays County, Texas seeks an SEC-registered investment advisory firm to manage its $80M investment portfolio, optimizing returns per County policy and state law. Proposals due August 25, 2026.
Texas · Texas
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.
Galveston County, TX · Texas
AI Summary
The City of Friendswood, Texas seeks proposals from financial institutions for safekeeping services of its investment portfolio. The contract award will be considered by the City Council on July 6, 2026. Proposals are due by May 26, 2026.
Friendswood · Texas
AI Summary
Box Elder School District seeks third-party administration services for 403(b) and 457 employee portfolios. Proposals due May 1, 2026. This RFP covers financial and business administration services related to employee retirement plans.
Utah · Utah
AI Summary
NYSIF seeks a firm to provide a Sustainability Data Analytics Solution including climate risk, ESG performance analytics, and advisory support integrated into investment processes. Proposals due April 15, 2026.
new york · new york
Common questions about finding and winning Investment Portfolio Management government contracts.