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RFP No. FIN-2610 - Investment Advisory Services

Active
RFP-2026-0001State & Local

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The City of South Padre Island is soliciting proposals under RFP No. FIN-2610 for nondiscretionary portfolio management services to oversee an investment portfolio valued at approximately 60 million dollars. The selected Investment Advisor will operate in an advisory and administrative capacity, adhering to the City's Investment Policy and prioritizing safety of principal, liquidity, public trust, and yield. Eligible firms must be registered with the Securities and Exchange Commission or the Texas State Securities Board. The contract is intended to begin on January 1, 2027, and run through December 31, 2027, with an option for three additional one-year renewals. A standard services agreement will include a cancellation clause allowing either party to terminate the contract with 30 days written notice. Proposals are due by 2:00 p.m. on Tuesday, December 1, 2026, and must be submitted in sealed envelopes to the City Secretary. Submissions must include two bound originals, one copy, and one flash drive, detailing the firm's organization, key personnel credentials, and investment management approach. Award decisions will be based on best value, considering proposal price, reputation, quality of services, and the proposer's past relationship with the City. Additionally, contractors must comply with Texas Government Code Chapter 2252.908 by submitting Form 1295 for contracts requiring a governing body vote or those valued at 1 million dollars or more.

General Info

South Padre Island seeks an investment advisor for a $60 million portfolio.

Agency

Texas → City of South Padre Island

NAICS

523940 - Portfolio Management and Investment Advice

Place of Performance

TX, USA

Set-Aside

NONE

Documents

1

City of South Padre Island - RFP for Investment Advisory Services

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Timeline

PhaseSolicitation
Posted

Solicitation

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Submission deadline

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Organization & Contact Information

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AgencyTexas → City of South Padre Island
Contacts1 person available
OfficeTX, USA
Organization / AgencyTexas → City of South Padre Island
Office AddressTX, USA
Contacts
Sandra Garcia
contact@example.gov
+1 (555) 000-0000

Full Description

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REQUEST FOR PPROPOSALS (RFP) RFP NO. FIN-2610 The City of South Padre Island is accepting sealed proposals for Investment Advisory Services, until 2:00 p.m. on Tuesday, December 1, 2026. Interested parties are invited to visit the City’s website where a Request for Proposals package can be found at https://www.myspi.org/category/subcategory.php?categoryid=36 . Proposals shall be submitted in a sealed envelope or package (8 ½” X 11” minimum). Sealed envelopes shall be clearly marked as follows: City of South Padre Island Angelique Soto, City Secretary 4601 Padre Blvd South Padre Island, TX 78597 RFP NO. FIN-2610 INVESTMENT ADVISORY SERVICES To be opened at 3:00 p.m., Tuesday, December 1, 2026. The City of South Padre Island reserves the right to reject any and all proposals and to waive informalities.

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Earlier notices in this NAICS code

Posted before this notice, open and closed

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SNOC26271023 - RFP - Investment Services
Solicitation # SNOC26271023
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