Texas San Marcos Civic Plus #RFP 2026-P17

Hays County Seeks Investment Advisory Services for $80 Million Portfolio

Hays County, Texas is seeking proposals for professional investment advisory services to manage its $80 million investment portfolio. - Government Buyer: - Hays County, Texas (County Treasurer and Investment Committee) - Services Requested: - Investment advisory services for an estimated $80 million portfolio - Advisor must be registered with both the Securities and Exchange Commission (SEC) and the Texas State Securities Board - Services include optimizing interest income, ensuring compliance with the County's Investment Policy and state law, and providing attentive, responsive support - Unique/Notable Requirements: - No specific OEMs or vendors named; open to all qualified investment advisory firms - Selection based on most advantageous and cost-effective proposal - Advisor must demonstrate experience with public sector clients and regulatory compliance - No products or equipment are being procured; this is a professional services opportunity

Description

Hays County, Texas is seeking proposals from qualified investment advisory firms registered with the SEC and Texas State Securities Board to serve as investment advisor to the County Treasurer and Investment Committee. The advisor will manage the County's investment portfolio estimated at $80 million, aiming to optimize interest income in accordance with the County's Investment Policy and State law. The County intends to award a contract to the firm offering the most advantages at a reasonable cost. The solicitation is categorized under Financial Services and is open for bids until August 25, 2026.

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