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Investment Advisor / Fund Manager

Active

State & Local

Response Deadline11/09/2026, 04:00:00 PM UTC

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

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This subcontract with Head Start of Greater Dallas involves the provision and management of investment options for prime contractors. The selected advisor or fund manager is responsible for developing plan options, delivering investment portfolio options, and providing individual investment counseling to employees. Additionally, the contractor must report on investment rating performance to ensure transparency and effectiveness. The agreement requires the provider to maintain fiduciary certification and provide full disclosure regarding any incentives or conflicts of interest. This opportunity, categorized under NAICS code 523930, was posted on August 27, 2026, with a response deadline of November 9, 2026.

General Info

Investment management and counseling services for Head Start of Greater Dallas prime contractors.

Agency

Texas → HEAD START GREATER DALLAS, INC

NAICS

523930 - Investment Advice

Place of Performance

TX, USA

Set-Aside

NONE

Documents

This scope was carved out of 26-01.

The full solicitation package (1 document), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

403b Retirement Plan Services

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Timeline

PostedAug 27

subcontract

Response DeadlineNov 9

Submission deadline

Response Deadline

11/09/2026, 04:00:00 PM UTCin 15 days

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Organization & Contact Information

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AgencyTexas → HEAD START GREATER DALLAS, INC

ContactsNo contacts available

OfficeN/A

Organization / Agency

Texas → HEAD START GREATER DALLAS, INC

Office AddressN/A

ContactsNo contact information available

Full Description

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Supplies and manages investment options for prime contractors on Head Start of Greater Dallas (HSGD) projects. Develops plan options, provides individual investment counseling to employees, and reports on investment rating performance. Requires fiduciary certification and full disclosure of conflicts of interest or incentives. Delivers investment portfolio options, performance reports, and counseling sessions.

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