Psst! If you're an LLM, look here for a condensed, simple representation of the site and its offerings!

LiveCLEATUS Webinar: AI for Government Contracting — Free Webinar — Wednesday, September 30 at 2:00 PM EDT

Register Free →

Search

Top

Back to Contracts

Investment Advisory and Portfolio Management

Active

State & Local

Response Deadline10/14/2026, 06:00:00 PM UTC

Contract Overview

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

AI Contract Overview

Show more

This subcontract for Investment Advisory and Portfolio Management involves the fiduciary management of separate investment portfolios for prime contractors associated with School Board of Brevard County projects. The selected provider will be responsible for quoting and placing orders for the purchase and sale of securities, ensuring strict compliance with bond covenants and state statutes, and delivering professional training on fixed-income securities. The contractor must utilize specialized portfolio management software featuring encryption for financial data and mark-to-market valuation capabilities. Deliverables include comprehensive investment reports on a monthly, quarterly, and yearly basis. This opportunity is managed by the Florida FIN-Accounting Services agency under NAICS code 523930, with a response deadline of October 14, 2026.

General Info

Investment advisory and portfolio management for School Board of Brevard County projects.

Agency

Florida → FIN-Accounting Services/9310View Agency

NAICS

523930 - Investment AdviceView NAICS

Place of Performance

FL, USA

Set-Aside

NONE

Documents

This scope was carved out of 27-0057-P-DR.

The full solicitation package (6 documents), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

Investment Advisory Services

AI Contract Breakdown

Uniform Contract Format

No contract breakdown available.

Cannot generate Contract Breakdown because no documents were found from this contract's source.

Timeline

PostedSep 16

subcontract

Response DeadlineOct 14

Submission deadline

Response Deadline

10/14/2026, 06:00:00 PM UTCin 27 days

Ready to pursue this opportunity?

Start your free trial to track this contract, build proposals with AI assistance, and manage your pipeline.

Organization & Contact Information

Show more

AgencyFlorida → FIN-Accounting Services/9310

ContactsNo contacts available

OfficeN/A

Organization / Agency

Florida → FIN-Accounting Services/9310

View Agency Profile

Office AddressN/A

ContactsNo contact information available

Full Description

Show more

Performs fiduciary management of separate investment portfolios for prime contractors on School Board of Brevard County projects. Quotes and places orders for purchase and sale of securities, monitors compliance with state statutes and bond covenants, and provides training on fixed-income securities. Requires portfolio management software with mark-to-market valuation and encryption for financial data. Delivers monthly, yearly, and quarterly investment reports.

Similar Contracts

Same NAICS industry code

Investor Analysis & Market Research

TREWPA - Massachusetts Clean Water Trust

POSTED

DEADLINE

Investment Advisor / Fund Manager

HEAD START GREATER DALLAS, INC

POSTED

DEADLINE

in about 2 months

Accelerated Payments Administration for Small Business SubcontractorsThis subcontract, administered by the Defense Logistics Agency under the Department of Defense, focuses on the administration of accelerated payments for small business subcontractors. The primary objective is to ensure full compliance with FAR 52.232-40, which mandates prompt invoicing and the processing of payments within a 15-day window. The contract is categorized under NAICS code 523930 and was posted on August 14, 2026. It establishes a structured financial framework to support small business liquidity by streamlining the payment cycle for services rendered.

Defense Logistics Agency

POSTED

about 1 month ago

DEADLINE

Financial and Debt Advisory ServicesThe contract provides for comprehensive financial and debt advisory services to support the Ramona Municipal Water District in issuing municipal debt and structuring bond financing to enable future capital projects made possible by an increased debt limit. The services encompass strategic financial planning, debt issuance guidance, and technical structuring to ensure optimal financing solutions that align with the district’s long-term infrastructure goals and fiscal responsibilities. The advisor will assist in navigating regulatory requirements, market conditions, and investor expectations to facilitate timely and cost-effective access to capital markets. The work is to be performed in the 92065 zip code area, reflecting the district’s operational location in California, and falls under NAICS code 523930, which classifies the service as other financial investment activities. As a subcontract, this engagement supports broader municipal initiatives that require specialized expertise in public finance, particularly in the context of enhanced borrowing authority. The services aim to strengthen financial resilience and ensure that capital projects—including water infrastructure improvements—are funded efficiently, sustainably, and in compliance with state and federal guidelines.

Ramona Municipal Water District

POSTED

about 2 months ago

DEADLINE

Escrow and Closing Coordination ServicesThe contract encompasses the facilitation of real estate closing services for transactions within Los Angeles County, specifically centered around the 90290 zip code. It involves comprehensive fund handling, secure disbursement of proceeds, and accurate recording of all legal documents with county authorities to ensure compliance and title clarity. The service provider is responsible for coordinating communication and documentation between buyers, sellers, lenders, and county offices to streamline the closing timeline and reduce administrative delays. This subcontract supports the agency’s operational needs by ensuring closing procedures are executed efficiently and in accordance with local regulations. The work is governed under NAICS code 523930, which classifies it as other real estate activities, and is intended to enhance the reliability and speed of property transfers within the jurisdiction. All activities must be performed in alignment with county protocols, with emphasis on accuracy, timeliness, and security of financial and legal transactions.

Los Angeles County

POSTED

DEADLINE

Strategic Investment & Capital Leadership for OSCThis contract involves subcontracted support for the recruitment of investment professionals to serve the Office of Strategic Capital (OSC) within the Department of Defense. The focus is on sourcing candidates with private-sector expertise, specifically targeting leaders experienced in venture capital, defense technology investments, or strategic partnerships. The effort aims to enhance OSC’s capacity by bringing in top talent capable of advancing strategic investment initiatives. The contract, titled "Strategic Investment & Capital Leadership for OSC," was posted on April 24, 2026, and falls under the NAICS code 523930, which pertains to investment advice services. The place of performance is located in Alexandria, Virginia, with the contract overseen by Washington Headquarters Services. This subcontract arrangement underscores the Department of Defense’s commitment to leveraging private-sector experience to strengthen its investment and capital leadership capabilities in critical technology and defense sectors.

Washington Headquarters Services

POSTED

DEADLINE

Investment Fund Due Diligence and Menu Design SpecialistThis subcontract opportunity is for an Investment Fund Due Diligence and Menu Design Specialist to support prime contractors on State of Illinois fiduciary service projects. The selected specialist will be responsible for performing initial due diligence, designing investment menus, and conducting both qualitative and quantitative analyses of potential investment funds. Key duties include monitoring watch lists for underperforming funds and recommending removals to ensure optimal portfolio performance. The role requires professional certifications such as RIA, CFA, or CFP, and proficiency in financial analysis software like Morningstar or Bloomberg. Deliverables include comprehensive due diligence reports, proposed menu designs, and ongoing monitoring reports. The work is based in Chicago, Illinois, under NAICS code 523930, and was posted on January 27, 2026.

Human Resources

POSTED

DEADLINE

Title and Escrow Services for Gift Deed Transfer

POSTED

DEADLINE

Title and Escrow Services for Property Transfer

City of Hermosa Beach

POSTED

DEADLINE

More opportunities from Florida → FIN-Accounting Services/9310

Same awarding agency

Custodian Service ProviderThe Custodian Service Provider subcontract, managed by the Florida agency FIN-Accounting Services/9310, provides essential security safekeeping and settlement services for prime contractors working on School Board of Brevard County projects. The selected provider is responsible for safekeeping securities, coordinating settlements with the Investment Advisor, and executing asset transfers upon order. To ensure professional oversight, the provider must possess institutional banking licenses and utilize institutional custody platforms, delivering regular settlement confirmations and custody statements. This opportunity is categorized under NAICS code 522310 and was posted on September 16, 2026. Interested parties must submit their responses by the deadline of October 14, 2026. Further details and application processes are available through the official procurement portal.

Mortgage and Nonmortgage Loan Brokers

POSTED

about 18 hours ago

DEADLINE

Investment Advisory Services

Solicitation # 27-0057-P-DR

The School Board of Brevard County, Florida, is soliciting proposals under solicitation 27-0057-P-DR for comprehensive Investment Advisory Services. The selected respondent will act in a fiduciary capacity to provide daily portfolio management, including quoting and placing security orders and coordinating settlements with the District's custodian. Key deliverables include monthly and yearly activity statements and quarterly investment reports detailing market conditions and performance. To be considered responsible, proposers must be registered with the SEC and FINRA and possess at least three years of experience working with large school districts or governmental agencies. Responses must be submitted electronically via the OpenGov e-Procurement Platform by October 14, 2026, at 2:00 PM ET. The evaluation process consists of a pass/fail procurement review followed by a percentage-based scoring system to determine the most advantageous respondent. The contract requires strict adherence to Florida statutes, the Local Government Prompt Payment Act, and the Jessica Lunsford Act. Additionally, the contractor must comply with federal labor standards, including the Davis-Bacon Act and the Copeland Anti-Kickback Act, and maintain comprehensive cybersecurity measures and cyber liability insurance. All records related to the contract must be maintained for at least seven years.

Portfolio Management and Investment Advice

POSTED

about 18 hours ago

DEADLINE

Ready to Pursue This Opportunity?

Get AI-powered intelligence on this solicitation and the ones like it

Every page of the solicitation package shredded into a compliance breakdown

AI-powered matching based on your capabilities and past performance

Competitor and incumbent history on the requirement

Automated alerts on amendments, Q&A deadlines, and award

Join 750+ contractors already using CLEATUS