RFP 2026-P17 Investment Advisor

Project Information

Bid Title
RFP 2026-P17 Investment Advisor
Issuing Agency
City of San Marcos
Location
Texas
Published Date
Jul 30, 2026
Closing Date
Aug 25, 2026
Government Level
State & Local
Status
Closed
Ref. #
RFP 2026-P17
Original Source
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Project Description
Bid Number: RFP 2026-P17
Bid Title: RFP 2026-P17 Investment Advisor
Category: Financial Services
Status: Open
Description:

Hays County, Texas (“County”) is seeking proposals from eligible and qualified investment advisory firms who are registered with the Securities and Exchange Commission and the Texas State Securities Board to serve as investment advisor to the Hays County Treasurer, and the County’s Investment Committee. The investment advisor will be a key partner in the management of the County's Investment portfolio, estimated total $80,000,000.00. The County is seeking a firm that can provide these services and willing to be attentive and responsive to the County's needs. The firm shall be expected to optimize interest income as authorized by the County's Investment Policy and in accordance with State law. It is the County's intent to award a contract to the one firm that offers the most advantages to the County by providing investment advisory services at a reasonable cost.

Publication Date/Time:
7/30/2026 11:28 AM
Publication Information:
San Marcos Daily Record
Closing Date/Time:
8/25/2026 11:00 AM
Submittal Information:
BidNet Direct & Hays County Purchasing Office
Bid Opening Information:
08/25/2026 @ 11:00 AM
Contact Person:
purchasing.bids@hayscountytx.gov
Related Documents:
View Document(s)
Commodity Codes
  • NAICS 523930Investment Advice
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