BANKING-9369 - USA (New York) - Investment Advisor Services - Deadline October 15,2026

(1) Vendor needs to provide investment advisor services to the government authority located in NY. – Provide independent investment advisory and consulting services to support the agency investment program, fiduciary responsibilities, asset management objectives and long–term financial.– Develop a customized investment strategy aligned with the organization’s mission, risk tolerance, liquidity needs, and spending policies.– Investment strategy and advisory– Portfolio management– Reporting and communication– Compliance and fiduciary standards– Optional or value–added services– Preserving capital while generating competitive, risk–adjusted returns– Ensuring compliance with tribal fiduciary standards and applicable regulations– Providing transparent, timely reporting to staff and investment committees– Offering strategic guidance that strengthens long–term financial stability