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Investment Advisor / Fund Manager

Active
State & Local

Contract Overview

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

General Info

Agency

Texas → HEAD START GREATER DALLAS, INC

NAICS

523930 - Investment AdviceView NAICS

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

Posted

subcontract

Response Deadline

Submission deadline

Response Deadline

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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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Miguel
Hillary
Keith Deutsch
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