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This Solicitation opportunity from Florida was posted on June 23, 2025. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

Investment Advisor Services

Closed
RFP-1-25-17State & Local

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Brevard County is seeking a qualified Investment Advisor registered with the SEC to serve as an Investment Manager for its long-term investment portfolios. The selected advisor will provide strategic investment advice for the County’s Long Term Core Investments Portfolio and the Long Term Multi-Asset Class Portfolio, both of which are designed to support the County’s financial goals over an extended period. The County’s Short-Term Portfolio, managed separately by the Finance Department, handles investments with a duration of less than one year and bond proceeds. The contract aims to secure an experienced firm capable of managing investments with a budget ranging from $500,000 to $2,000,000, with the goal of optimizing returns while managing risk. The solicitation was posted on June 23, 2025, with a response deadline of July 15, 2025. The project is organized under NAICS code 921120 and is managed by the Brevard County Board of County Commissioners in Florida. Interested firms can contact Mary Bowers via email for further information and access the bid details through the provided vendor link. The contract emphasizes selecting an investment advisor with proven expertise in managing large, long-term investment portfolios aligned with public sector financial objectives.

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Timeline

PhaseClosed
Posted

Solicitation

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Submission Closed

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Organization & Contact Information

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AgencyFlorida → Brevard County Board of County Commissioners
Contacts1 person available
OfficeN/A
Office AddressN/A
Contacts

Full Description

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Brevard County is seeking an Investment Advisor registered with the Securities and Exchange Commission, (“SEC”) interested in serving as an Investment Manager for the Brevard County Board of County Commissioners (“Board”), to provide advice to the County on its “Long Term Core Investments Portfolio” and the “Long Term Multi-Asset Class Portfolio.” The County’s Short-Term Portfolio is managed by the Brevard County Finance Department, which invests the Short Term (less than 1 year) and bond proceeds.

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Miguel
Hillary
Keith Deutsch
Christine

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