Maryland Procurement Portal #BPM056579

Maryland State Treasurer's Office Seeks Investment Advisory Services for State Financial Plans

The Maryland State Treasurer's Office is seeking comprehensive investment advisory services to support the management of several state-administered financial plans and funds. - Government Buyer: - Maryland State Treasurer's Office - OEMs and Vendors: - No specific OEMs or vendors are named in the solicitation - Products/Services Requested: - Comprehensive investment advisory services for: - Maryland College Prepaid Trust (MPCT) - Maryland College Investment Plan (MCIP) - Maryland ABLE plans - Maryland Local Investment Pool (MLGIP) - State’s General Fund portfolio - Unique or Notable Requirements: - Participation in a pre-bid conference (RSVP required) - Adherence to economic benefit factors - Compliance with living wage requirements - Double envelope proposal submission - All relevant forms and instructions provided as attachments

Description

This solicitation seeks investment advisory services to support the administration of several Maryland financial plans and funds, including the Maryland College Prepaid Trust, Maryland College Investment Plan, Maryland ABLE plans, Maryland Local Investment Pool, and the State's General Fund portfolio. The procurement is managed by the Maryland State Treasurer's Office and involves a double envelope proposal process. A pre-bid conference is scheduled for May 4, 2026, and interested offerors must RSVP by April 30, 2026. The submission deadline is June 17, 2026, at 1:00 PM EST.

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