BANKING-9074 - USA (Boston, Massachusetts) - Investment Advisory Services - Deadline August 7,2026

Vendor needs to provide investment advisory services to the government authority located in Boston, MA.• Review, advise and assist with the management and oversight of the agency financial assets.• Assist with the selection of a depository to hold agency assets not held by bond trustee.• Provide market research.• Execute investment trades under the direction of the agency.• Serve as, or assist in, the selection of a bidding agent for the agency investments for open market securities for refunding or defeasance escrows.• Review, advise and make recommendations on the investment management policy.