Investment Advisory Services

Spring Branch Independent School District (SBISD) is seeking to establish one or more contracts through this solicitation process for investment advisory services, with the goal of selecting providers that meet or exceed industry standards for quality and compliance. The contract scope emphasizes adherence to all relevant federal, state, and local standards related to technical, environmental, and performance requirements, ensuring that the products or services delivered are of high quality and meet regulatory standards. The solicitation, identified as number 16619, was posted on June 17, 2025, with a response deadline of July 28, 2025, and is open to qualified vendors within the NAICS code 541611, which pertains to administrative management and general management consulting services. The contract value is estimated to range between $500,000 and $2,000,000, reflecting the potential scale of investment advisory services required by the district. Interested vendors are encouraged to contact Paula Spivey via email or phone for further details, and additional information about the solicitation can be accessed through the provided online link. The district aims to procure services that support its financial management and investment strategies, ensuring compliance and high standards across all contractual deliverables.