Investment Advisory and Portfolio Management Services

The contract seeks to secure strategic investment advisory services for public funds managed by the Mississippi Public Trust and Administration Program, focusing on comprehensive portfolio management, asset allocation, risk assessment, and compliance reporting. The scope includes the management of short-term liquidity needs and the investment of bond proceeds, ensuring alignment with fiduciary responsibilities and state financial objectives while maintaining regulatory adherence and prudent financial stewardship. The services must be delivered with a strong emphasis on performance, transparency, and accountability to safeguard the state’s public assets. The solicitation, designated under NAICS code 523930 as a subcontract, was posted on July 2, 2026, with a response deadline of July 14, 2026. The agency responsible is the Mississippi agency operating under the name MPTAP, though specific office details and point of contact information are not provided. All work is expected to be performed in coordination with Mississippi state guidelines, and interested parties must submit proposals through the official portal prior to the deadline to be considered for award.