RFP - Investment Management Services
ID: RFP-2025-000002 • State: Texas
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Description
Background
Hill Country Community MHMR Center, a unit of local government under Texas Health and Safety Code Chapter 534, is soliciting proposals for qualified Investment Management Services. The goal of this contract is to identify and engage an experienced investment advisor to support the Center's financial objectives through strategic portfolio management while ensuring compliance with applicable state and federal regulations.
Work Details
The selected investment advisor will be responsible for:
- Implementing sound investment strategies that prioritize safety, liquidity, and yield.
- Enhancing financial stewardship through expert advisory support and regulatory compliance.
- Improving portfolio performance by optimizing investment allocations within permitted guidelines.
- Offering ongoing market analysis, performance reporting, and risk management insights.
Period of Performance
The anticipated RFP release date is February 18, 2025, with a proposal submission deadline of March 14, 2025, by 4:30 PM CST.
Place of Performance
The services will be performed for Hill Country Community MHMR Center located at 819 Water Street, Suite 300, Kerrville, Texas 78028.
Hill Country Community MHMR Center, a unit of local government under Texas Health and Safety Code Chapter 534, is soliciting proposals for qualified Investment Management Services. The goal of this contract is to identify and engage an experienced investment advisor to support the Center's financial objectives through strategic portfolio management while ensuring compliance with applicable state and federal regulations.
Work Details
The selected investment advisor will be responsible for:
- Implementing sound investment strategies that prioritize safety, liquidity, and yield.
- Enhancing financial stewardship through expert advisory support and regulatory compliance.
- Improving portfolio performance by optimizing investment allocations within permitted guidelines.
- Offering ongoing market analysis, performance reporting, and risk management insights.
Period of Performance
The anticipated RFP release date is February 18, 2025, with a proposal submission deadline of March 14, 2025, by 4:30 PM CST.
Place of Performance
The services will be performed for Hill Country Community MHMR Center located at 819 Water Street, Suite 300, Kerrville, Texas 78028.
Overview
Opportunity ID
RFP-2025-000002
Response Deadline
March 14, 2025
Past Due
Date Posted
Feb. 18, 2025
Est. Value Range
Experimental
$500,000 - $2,000,000
(AI estimate)
Agency Distribution
High
Source
On 2/18/25 Hill Country MHDD Centers in Texas issued Investment Management Services with ID RFP-2025-000002 due 3/13/25.
Contacts
Documents
Posted documents for RFP - Investment Management Services
Opportunity Assistant
Additional Details
Class Codes
94656-Investment Management Services;