Grayson College Investment Advisor Services

Grayson College is soliciting competitive sealed proposals from qualified investment advisory firms to provide comprehensive investment advisory and management services for all of the College’s investment assets. The selected advisor will be responsible for delivering strategic investment advice, portfolio management, risk‑management strategies, and performance reporting in compliance with the Texas Public Funds Investment Act and the College’s Investment Policy. Proposals must be submitted electronically (hard‑copy accepted) by the deadline, and vendors must meet insurance, certification, and conflict‑of‑interest requirements. • Scope of Work: strategic investment advice, portfolio construction, risk management, ongoing monitoring, and reporting for college‑owned funds. • Compliance: Must adhere to Texas Public Funds Investment Act and Grayson College Investment Policy. • Evaluation Criteria: Experience (30%), Service quality (25%), Compliance & financial stability (15%), Cost transparency (10%), Risk management strategy (10%), Conflict‑of‑interest (5%), Local access (5%). • Mandatory Requirements: General Liability $1M, Professional Liability $2M, Workers’ Compensation (statutory), various certifications (Form 1295, debarment, Israel boycott, etc.). • Submission: Electronic via bidding system; hard‑copy sealed envelope accepted. • Deadline: 2:00 PM CT, 22 Sep 2026. • Questions due: 10:00 PM CT, 15 Sep 2026. • Contact: Kevin Haney, Purchasing Specialist ([email protected]).