Investment Advisory Services (Public Sector)

The City of South Padre Island is seeking a subcontractor to provide investment advisory services for its public sector portfolio projects. The selected provider will be responsible for nondiscretionary portfolio management and strategic advisory, which includes executing security purchases and offering recommendations on investment policy and strategy. A primary requirement of the role is ensuring that all developed policies and strategies remain fully compliant with the Texas Public Funds Investment Act. To qualify for this engagement, the provider must be registered with the SEC and/or the State Securities Board of Texas and must submit Form ADV. The contract focuses on the delivery of professional investment strategy recommendations and the creation of PFIA-compliant policy documentation. Interested parties should note the response deadline of December 1, 2026.