Grayson College Ionwave #26-005

Grayson College Investment Advisory Services RFP

Grayson College is seeking qualified investment advisory firms to provide comprehensive management of the college's investment assets. - Government Buyer: - Grayson College (Purchasing Department, Denison, Texas) - Scope of Services: - Comprehensive investment advisory services for all college investment assets - Portfolio management and strategic investment recommendations - Risk management and arbitrage compliance (especially for bond funding) - Cash flow projections and bank risk analysis - Performance monitoring and reporting (monthly and quarterly) - Training and advisory support for college staff - Compliance with Grayson College Investment Policy and Texas Public Funds Investment Act - Requirements: - Experience with public entities, preferably Texas educational institutions - Detailed routine investment reports and access to compliance tools - Insurance: Professional liability ($2M), general liability ($1M), workers' compensation per Texas law - Conflict of interest disclosures and compliance certifications - No specific OEMs or vendors are named; the RFP is open to all qualified investment advisory firms - Contract Term: - Initial three-year term with three optional two-year renewal periods - Either party may terminate with 30 days' notice (without cause) or immediately for cause

Description

Grayson College is seeking competitive sealed proposals from qualified and experienced investment advisory firms to provide comprehensive investment advisory services for all College investment assets. The selected firm will deliver strategic investment advice and management services designed to maximize the College's ability to invest funds, optimize interest income, and support the College's financial goals through informed recommendations on investment instruments and risk management strategies. The advisor will manage and advise on investments in accordance with the College's Investment Policy and all applicable Texas state laws, including the Texas Public Funds Investment Act. Proposals must be submitted electronically or as sealed hard copies by September 22, 2026, at 2:00 PM Central Time.

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