Investment Management Services

The Georgetown Independent School District is seeking investment management services. The selected firm will provide investment advisory services to the District, including developing investment policies and portfolio strategies for governmental funds. The firm will also provide training and education services to District staff. The District is looking for a firm with experience in serving as an investment manager/advisor for Texas school districts and other public entities. The firm should have a strong understanding of the Texas Government Code Chapter 2256 - Public Funds Investment Act (PFIA) and be able to maintain compliance with it. Key aspects of the job include: • Developing investment policies and portfolio strategies for governmental funds • Providing investment advisory services to the District • Providing training and education services to District staff • Maintaining compliance with the Texas Government Code Chapter 2256 - Public Funds Investment Act (PFIA) • Having experience in serving as an investment manager/advisor for Texas school districts and other public entities