Investment Consulting & Investment Training

The City of San Antonio – Finance Department is seeking proposals from qualified investment consultants to provide investment consulting services related to the City’s investment portfolio and to provide investment training to the City’s authorized investment officers in accordance with the Texas Public Funds Act. The scope of work includes providing investment consulting services and training to the City’s authorized investment officers. Key aspects of the opportunity include: • Investment consulting services for the City’s investment portfolio • Investment training for the City’s authorized investment officers • Compliance with the Texas Public Funds Act • Proposal submission deadline: July 17, 2026 • Pre-submittal conference: June 22, 2026 (optional) The City is looking for a qualified investment consultant to provide these services, and the selected respondent will be expected to provide high-quality services to the City.