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Estimated value: $1.
The BRA is requesting proposals for Investment Advisory Services
The investment advisor will review cash flow requirements, execute securities purchases and sales with approved broker/dealers, solicit certificate of deposit rates, provide monthly and quarterly reports, attend up to two board meetings per year, annually review the investment policy, maintain a list of approved broker/dealers, provide advisory services for tax-exempt bond proceeds, provide collateral valuation, evaluate banking and custodial services, coordinate with external agencies, evaluate internal treasury procedures, assist in developing benchmarks, and monitor financial institutions for disciplinary actions.
Source: Texas SmartBuy (ESBD) (solicitation 26-1396), retrieved via the Texas Comptroller Electronic State Business Daily. View the official posting , always confirm requirements and deadlines with the issuing agency.