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RFP 2026-P17 Investment Advisor

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RFP2026-P17State & Local

Contract Overview

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

AI Contract Overview

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Hays County, Texas is soliciting proposals from qualified investment advisory firms registered with the Securities and Exchange Commission and the Texas State Securities Board to serve as the official investment advisor to the County Treasurer and Investment Committee. The selected firm will manage an investment portfolio valued at approximately $80 million, with the primary objective of optimizing interest income in full compliance with the County’s Investment Policy and applicable Texas state laws. The County is looking for a responsive, attentive partner that can provide expert guidance while maintaining a cost-effective approach, seeking the proposal that delivers the greatest overall advantage relative to price and service quality. Proposals must be submitted by August 25, 2026, and all firms must demonstrate regulatory compliance and a proven ability to deliver tailored investment strategies aligned with public fund management standards. Inquiries and submissions should be directed to Stephanie Hunt, Purchasing Agent, or Zachary Farnsworth, Contract Specialist, through the official contact channels provided.

General Info

Hays County seeks SEC-registered advisor to manage $80M portfolio compliant with Texas law by August 25, 2026.

Agency

Texas → HAYS COUNTY

NAICS

523940 - Portfolio Management and Investment AdviceView NAICS

Place of Performance

TX, US

Set-Aside

NONE

Documents

(3)

RFP 2026-P17 Investment Advisor

PDF•rfp

Hays County 2026 Investment Policy

PDF•investment-policy

RFP 2026-P17 Fee Schedule Attachment

PDF•rfp

AI Contract Breakdown

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Timeline

PhaseSolicitation
Posted

Solicitation

Response Deadline

Submission deadline

Response Deadline

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Organization & Contact Information

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AgencyTexas → HAYS COUNTY
Contacts4 people available
OfficeSAN MARCOS, TX, 78666, US
Organization / Agency
Texas → HAYS COUNTY
Office AddressSAN MARCOS, TX, 78666, US
Contacts
Stephanie Hunt
contact@example.gov
+1 (555) 000-0000
Stephanie HuntPurchasing Agent
contact@example.gov
+1 (555) 000-0000
Zachary FarnsworthConstract Specialist
contact@example.gov
+1 (555) 000-0000
contact@example.gov
+1 (555) 000-0000

Full Description

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Hays County, Texas (“County”) is seeking proposals from eligible and qualified investment advisory firms who are registered with the Securities and Exchange Commission and the Texas State Securities Board to serve as investment advisor to the Hays County Treasurer, and the County’s Investment Committee. The investment advisor will be a key partner in the management of the County's Investment portfolio, estimated total $80,000,000.00. The County is seeking a firm that can provide these services and willing to be attentive and responsive to the County's needs. The firm shall be expected to optimize interest income as authorized by the County's Investment Policy and in accordance with State law. It is the County's intent to award a contract to the one firm that offers the most advantages to the County by providing investment advisory services at a reasonable cost.

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