Investment Broker Dealer Services

San Jacinto Community College District is seeking qualified firms to provide comprehensive investment broker‑dealer services. The contractor will manage the college’s investment portfolios, execute securities trades, ensure regulatory compliance, and deliver detailed reporting on investment performance. This is a sealed‑qualification solicitation with submission due by 2:00 PM on November 4, 2026. • Provide brokerage and trade execution services for equities, bonds, and other securities. • Manage and advise on the college’s investment portfolio, including asset allocation and risk management. • Maintain regulatory compliance, reporting, and record‑keeping for all investment activities. • Deliver regular performance reports and analytics to the college’s finance office. • Serve as the primary point of contact for all investment‑related matters.