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RFP 2026-P17 Investment Advisor

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RFP 2026-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 to manage an investment portfolio estimated at 80 million dollars. The selected advisor will partner with the County Treasurer and the Investment Committee to optimize interest income while adhering to state law and the established County Investment Policy. To be eligible, firms must be registered with the Texas State Securities Board and the Securities and Exchange Commission. The contract will be awarded to a single firm that demonstrates the most advantage to the County through a combination of professional service and reasonable cost. Proposals for this solicitation, identified as RFP 2026-P17, must be submitted by August 25, 2026, at 11:00 AM PT.

General Info

Hays County seeks an investment advisor for an 80 million dollar portfolio by 2026-08-25.

Agency

California → City of San MarcosView Agency

NAICS

523940 - Portfolio Management and Investment AdviceView NAICS

Place of Performance

San Marcos, CA, TX 78666, USA

Set-Aside

NONE

Documents

(0)

No documents available

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Timeline

PhaseSolicitation
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Organization & Contact Information

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AgencyCalifornia → City of San Marcos
Contacts1 person available
OfficeN/A
Organization / Agency
California → City of San Marcos
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Office AddressN/A
Contacts
Contracting Officer
contact@example.gov

Full Description

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City of San Marcos RFP 2026-P17 Investment Advisor RFP 2026-P17 Closing Date: 08/25/2026 11:00:00 AM PT Details: 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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