Texas DIR/ESBD #26_00001

WCJC Solicits Comprehensive Investment Advisory Services for Public Funds, Endowment, and Capital Projects

Wharton County Junior College (WCJC) is seeking proposals from qualified investment advisory firms to provide comprehensive investment advisory services for its public funds, endowment, and capital project financing. - Government Buyer: - Wharton County Junior College (WCJC) - Director of Purchasing: Clarissa Bueno - Services Requested: - Comprehensive investment advisory services for: - Non-discretionary portfolio management of public funds - Fiduciary advisory for the College's Endowment Fund - Advisory services for capital project and debt financing - Annual investment policy review and recommendations - Portfolio monitoring and performance reporting - Capital financing strategy and debt structuring - Coordination with underwriters and bond counsel - Ongoing education for staff and Board members - Requirements: - Firm must be a Registered Investment Adviser with the SEC and Texas State Securities Board - Must be independent of any broker/dealer - Experience with public higher education investments required - Transparent fee structure (flat and/or asset-based) - Compliance with Texas Public Funds Investment Act and all relevant laws - Quarterly reporting and attendance at Investment Committee meetings - References and proof of insurance required - No specific OEMs or product vendors are named, as this is a solicitation for professional services - Contract Details: - Initial one-year term with options for annual renewal - 30-day termination notice or immediate termination for cause - Place of Performance: - Services to be provided for all WCJC campuses (Wharton, Sugar Land, Richmond, Bay City, El Campo)

Description

Wharton County Junior College (WCJC) is seeking sealed proposals from qualified investment advisory firms to provide comprehensive investment advisory services for all College investment assets, including the Endowment Fund. The scope includes non-discretionary portfolio management, endowment investment advisory, and capital project and debt financing advisory services. The contract will be awarded based on best value criteria including fees, experience, and reporting capabilities. Proposals are due by May 13, 2026, and must comply with Texas laws and WCJC policies.

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