Jupiter Town Demandstar #FI 2026-001

The Town of Jupiter in Palm Beach County, Florida, is seeking qualified professionals to provide Investment Advisor Services for its $160 million investment portfolio. - Government Buyer: - Town of Jupiter (local government) - Scope of Services: - Professional investment advisory services for the Town's operating and capital funds - Responsibilities include: - Recommending investment management strategies - Advising on policy and procedural changes - Providing options for investment selection and disposition - Requirements: - Advisor must be licensed to operate in Florida - All recommendations and services must comply with Florida state law and the Town's established guidelines, policies, and procedures - OEMs and Vendors: - No specific Original Equipment Manufacturers (OEMs) or vendors are named; this is a professional services procurement - Notable Details: - Focus is exclusively on advisory services, not product procurement - Portfolio value is approximately $160 million

The Town of Jupiter, Florida is seeking proposals from Florida licensed professionals to provide investment advisory services for its investment portfolio totaling approximately $160 million. The selected Investment Advisor will recommend investment management strategies, policy and procedural changes, and investment selection and disposition options in compliance with Florida laws and Town policies. This solicitation aims to enhance the management of the Town's operating and capital funds through expert advisory services.