Investment Advisory Services

The School Board of Brevard County, Florida is seeking a qualified firm to provide comprehensive investment advisory services for its district investment portfolio. The contractor will manage daily portfolio activities, advise staff on fixed‑income securities and treasury operations, produce monthly, quarterly and annual performance reports, and ensure compliance with district investment policies, state statutes, and bond covenants. The incumbent must have at least three years’ experience with large school districts or governmental agencies, be registered with the SEC and FINRA, and must not receive transaction‑based compensation. Proposals are to be submitted electronically via the OpenGov e‑procurement portal by 2:00 PM ET on October 14, 2026. • Manage daily investment transactions and maintain accurate portfolio records • Provide regular performance reporting (monthly, quarterly, annual) • Serve as a resource for staff on investment strategy and economic conditions • Must have ≥3 years experience with large public‑sector clients and SEC/FINRA registration • No custodial services; fee‑based advisory only • Electronic submission only; questions due by October 2, 2026