RFQ: Public Investment Advisory Services

The Brushy Creek Municipal Utility District (MUD) is seeking a qualified firm to provide public investment advisory services. The selected firm will act in a fiduciary capacity and provide independent, objective advice to support prudent management of public funds, with emphasis on safety, liquidity, and yield. The firm will be responsible for developing and recommending investment strategies, providing guidance on allowable investments, monitoring portfolio performance, and ensuring compliance with the Texas Public Funds Investment Act (PFIA). Key aspects of the job include: • Providing investment advisory services to the District • Developing and recommending investment strategies consistent with PFIA requirements • Monitoring portfolio performance and providing regular portfolio reviews • Ensuring compliance with PFIA and providing related training and support • Providing quarterly investment reports and other required documentation • Assisting with annual financial audits and responding to auditor questions • Maintaining independence from broker/dealer activities and avoiding conflicts of interest