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Investment Advisory & Portfolio Management

Active
State & Local

Contract Overview

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

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Head Start Greater Dallas, Inc. is seeking a subcontractor for Investment Advisory and Portfolio Management services. The selected provider will be responsible for the selection, monitoring, and advisory services of the plan's ERISA-compliant investment options, specifically focusing on mutual funds and target-date funds. This opportunity is categorized under NAICS code 523930. The solicitation was posted on August 27, 2026, and the deadline for responses is November 9, 2026, at 4:00 PM. Interested parties can find further details through the Texas SmartBuy portal.

General Info

Head Start Greater Dallas seeks an investment advisory and portfolio management subcontractor.

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

AI Contract Breakdown

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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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Provide investment selection, monitoring, and advisory services for the plan’s ERISA-compliant investment options, including target-date funds and mutual funds.

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