Description
The City of San Antonio Finance Department is seeking qualified investment consultants to advise on the management of its municipal investment portfolio and to deliver training to its authorized investment officers. The work must comply with the Texas Public Funds Act and cover both ongoing advisory services and instructional sessions for city staff. This solicitation is open to firms with expertise in public‑fund investment strategy, risk assessment, and financial training.
• Provide analysis, recommendations, and ongoing support for the City’s investment portfolio.
• Deliver comprehensive investment‑training programs to authorized City investment officers.
• Ensure all consulting and training activities comply with the Texas Public Funds Act and related fiduciary standards.
Attached files
Contact
Morgan Aguirre(Procurement Specialist III)