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Investment Advisory and Portfolio Management Services

Active

State & Local

Response Deadline01/08/2027, 10:00:00 PM UTC

Contract Overview

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

AI Contract Overview

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This subcontract for Investment Advisory and Portfolio Management Services involves the active management of a 100 million dollar municipal investment portfolio consisting of cash equivalents and fixed-income securities for the City of Cheyenne. The selected contractor will be responsible for executing all securities purchases and sales while ensuring that investment policies are regularly reviewed and updated in strict accordance with State of Wyoming statutes. To qualify for this engagement, the provider must utilize SEC-registered investment advisory systems and maintain bonding of 5 million dollars. The primary deliverables include the continuous active management of the portfolio and the provision of updated investment policies. Interested parties should note the response deadline of January 8, 2027.

General Info

SEC-registered contractor to manage City of Cheyenne's 100 million dollar municipal investment portfolio.

Agency

Wyoming → Purchasing

NAICS

523930 - Investment Advice

Place of Performance

WY, USA

Set-Aside

NONE

Documents

This scope was carved out of RFP 2-27.

The full solicitation package (2 documents), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

Investment Advisory Services for the City of Cheyenne

AI Contract Breakdown

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Timeline

PostedNov 2

subcontract

Response DeadlineJan 8

Submission deadline

Response Deadline

01/08/2027, 10:00:00 PM UTCin 2 months

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Organization & Contact Information

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AgencyWyoming → Purchasing

ContactsNo contacts available

OfficeN/A

Organization / AgencyWyoming → Purchasing

Office AddressN/A

ContactsNo contact information available

Full Description

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Performs active management of a municipal investment portfolio for prime contractors on City of Cheyenne investment projects. Executes securities purchases and sales for a $100M portfolio of fixed-income securities and cash equivalents. Reviews and updates investment policies per State of Wyoming statutes. Requires SEC-registered investment advisory systems and $5M bonding. Delivers an actively managed portfolio and updated policies.

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