BANKING-9163 - USA (San Marcos, Texas) - Investment Advisor Service - Deadline August 25,2026

(1) Vendor needs to provide investment advisor service to the government authority located in San Marcos, TX• The advisor will receive instructions regarding securities purchases/sales from the Treasurer.• Actively research and provide investment recommendations/opportunities to achieve the investment goals of the County.• Indicate full understanding of Investment Policy by submitting a written acknowledgement annually.• Review investment policy annually and recommend appropriate amendments.• Review the present investment management procedures and documentation and propose improvements.• Provide daily, timely assessments of the market including market reaction to economic events.• Assist in developing and implementing investment strategies that will enhance portfolio performance under current and anticipated changes in market conditions within the parameters of established investment policies and cash flow needs.• Provide detailed monthly reports, in a format specified in State code and acceptable to the County