# Grayson College Ionwave #26-005 Addendum 2

Investment Advisory Services for Grayson College Institutional Assets

**Posted:** August 25, 2026
**Respond By:** September 22, 2026
**Identifier:** 26-005 Addendum 2
**NAICS:** 523940, 523930, 523920

Grayson College, a public institution in Denison, Texas, is seeking qualified investment advisory firms to manage and advise on all college investment assets.
- Government Buyer:
  - Grayson College (Purchasing Specialist: Kevin Haney)
- Scope of Services:
  - Comprehensive investment advisory services for all institutional assets
  - Portfolio management, investment recommendations, cash flow projections
  - Performance monitoring and reporting (monthly and quarterly)
  - Risk management and bank risk analysis
  - Arbitrage compliance for bond funds
  - Training and advisory support for college staff
- Assets Managed:
  - Includes both bond proceeds and non-bond institutional funds
  - Total assets range from $50 million to $100 million
- Notable Requirements:
  - Strict compliance with Grayson College Investment Policy and Texas Public Funds Investment Act
  - Adherence to GASB 31 and 72 for reporting
  - Substantial insurance coverage required
  - Experience with Texas public entities, especially educational institutions
  - Robust conflict of interest disclosures and compliance certifications
- Contract Structure:
  - Initial three-year term with three two-year renewal options
  - Advisors may be assigned by fund type, asset class, or liquidity needs
- OEMs and Vendors:
  - No specific OEMs named; interested parties include SLW Investments (First United Bank), Commonfund, and Valley View Consulting
- Estimated Contract Value:
  - Based on asset size, likely in the range of $100,000 to $500,000 annually

### 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 state laws, including compliance with the Texas Public Funds Investment Act. The College intends to establish a pool of qualified investment advisors from this RFP process, with contracts awarded on an as-needed basis.

[View original listing](https://graysoncollege.ionwave.net/PublicDetail.aspx?bidID=96&SourceType=1)