Investment Advisory Services
| Location: | Texas |
|---|---|
| Posted: | Apr 2, 2026 |
| Due: | Apr 30, 2026 |
| Agency: | City of georgetown |
| Type of Government: | State & Local |
| Category: |
|
| Solicitation No: | 202639 |
| Publication URL: | To access bid details, please log in. |
Bid Information
| Type | Request for Proposal |
| Status | Issued |
| Number | 202639 (Investment Advisory Services) |
| Issue Date & Time | 4/2/2026 11:18:26 AM (CT) |
| Close Date & Time | 4/30/2026 02:00:00 PM (CT) |
| Question Cut Off Date | 4/21/2026 05:00:00 PM (CT) |
| Notes |
The City of Georgetown (the “City”) requests Proposals from interested, qualified Respondents capable of providing Investment Advisory Services. A full description of the Scope of Work is contained in Exhibit A.
Sealed proposals may be electronically submitted throughthe City E-bid system accessible via City’s web site at https://gtowntx.ionwave.net/Login.aspx on of before April 30, 2026 at 2:00 PM and immediately thereafter publicly opened and read aloud.
Questions regarding use of the E-bid System may be directed by email to:
Nicole.Abrego@georgetowntexas.
gov
PUBLIC CLOSING
will be held by teleconference. This is accessible using the link and call in information provided below:
https://teams.microsoft.com/meet/2625034067496?p=VIt7Le5hbvV8PkOVeq Meeting ID: 262 503 406 749 6 Passcode: Xz2BV7rb Dial in by phone +1 512-672-8405,,624632939# United States, Austin Phone conference ID: 624 632 939# PRE-PROPOSALMEETING
A NON-MANDATORY Pre-Proposal meeting will be conducted virtually through Microsoft Teams, beginning at 9:00 AM CT on April 9, 2026. This meeting not mandatory. Any questions and answers addressed during the conference meeting will be issued in an addendum and posted on the City’s website.
https://teams.microsoft.com/meet/2625034067496?p=VIt7Le5hbvV8PkOVeq Meeting ID: 262 503 406 749 6 Passcode: Xz2BV7rb Dial in by phone +1 512-672-8405,,624632939# United States, Austin Phone conference ID: 624 632 939# |
| Name | Nicole Abrego |
| Address |
510 W. 9th Street
Georgetown, TX 78626 USA |
| Phone | (512) 930-8454 |
| Fax | |
| nicole.abrego@georgetowntexas.gov |
| Document name | Format | ||
|
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Bid Invitation
|
Acrobat / PDF | BINVAVL | 9260274 |
| File Name | Description | File Size | ||
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RFP 202639 Investment Advisory Services - Final.pdf
|
RFP 202639 Investment Advisory Services - Solicitation + Standard Form of Agreement | 760 KB | 343956 | 7315966 |
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Attachment A - Investment Report 2025 09 GEDCO.pdf
|
Attachment A - Investment Report 2025 09 GEDCO | 1.08 MB | 343956 | 7316055 |
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Attachment B - Investment Report 2025 09 GT CITY.pdf
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Attachment B - Investment Report 2025 09 GT CITY | 1.63 MB | 343956 | 7316053 |
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Attachment C- Investment Report 2025 09 GTEC.pdf
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Attachment C- Investment Report 2025 09 GTEC | 1.03 MB | 343956 | 7316054 |
|
Attachment D - Investment Policy FY 2025-26.pdf
|
Attachment D - Investment Policy FY 2025-26 | 205 KB | 343956 | 7316052 |
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City of georgetown
Bid Due: 6/30/2026