Investment Advisor Services

Location: Florida
Posted: Jun 23, 2025
Due: Jul 15, 2025
Agency: Brevard County Board of County Commissioners
Type of Government: State & Local
Category:
  • Q - Medical Services
  • Z - Maintenance, Repair or Alteration of Real Property
Solicitation No: RFP-1-25-17
Publication URL: To access bid details, please log in.
Main

Agency
Brevard County Board of County Commissioners
Status
Active
Fiscal Year
2025
Primary Contact
Mary Bowers
Title
Investment Advisor Services
Secondary Contact
Kaxandra Hernandez
Number
RFP-1-25-17
Tertiary Contact

Type
Request for Proposal
Department
Purchasing
Online Submissions
No
Project Estimate
Piggyback Solicitation
No
Insurance Required
No
Bid Bond Required
No
Bid Bond Amount

Performance Bond Required
No
Performance Bond Amount

Construction Bond Required
No
Construction Bond Amount

Scope of Services
Brevard County is seeking an Investment Advisor registered with the Securities and Exchange Commission, (“SEC”) interested in serving as an Investment Manager for the Brevard County Board of County Commissioners (“Board”), to provide advice to the County on its “Long Term Core Investments Portfolio” and the “Long Term Multi-Asset Class Portfolio.” The County’s Short-Term Portfolio is managed by the Brevard County Finance Department, which invests the Short Term (less than 1 year) and bond proceeds.
Dates(All times are listed as EST )

Broadcast Date
6/23/2025 8:00 AM EST
Question End Date
7/8/2025 5:00 PM EST
Due Date
7/15/2025 4:00 PM EST
Bid Opening Date

Pre-Bid Conferences

Total: 0 (All times are listed as EST )
Date Time Mandatory Location
Documents

Total: 4
Type Name Description File Type
Request for Proposal RFP-1-25-17 INV & SPEC.pdf Invitation & Specs PDF
Request for Proposal Attachment A - DRAFT Contract.pdf Attachment A - Draft Contract PDF
Request for Proposal Attachment B - Board Policy BCC-49 Investments.pdf Attachment B - Board Policy BCC-49 PDF
Request for Proposal Attachment C - Long Term Multi-Asset Class Portfolio.pdf Attachment C - Long Term Multi Asset Class Portfolio PDF
Commodity Codes

Total: 4
Code Description
[946-48] Financial Advisor
[946-56] Investment Management Services
[958-39] Financial Management Services
[946-49] Financial Services (Not Otherwise Classified)
Publications

Total: 0
Publication Date
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* Disclaimer: Information regarding bids, requests for proposals (RFPs), or requests for qualifications (RFQs) is provided on this website only for convenience and does not constitute official public notice. Persons wishing to respond to or inquire about bids, RFPs, or RFQs should contact the appropriate government department.