Banking Services

USA (Gulfport, Mississippi) – Investment Advisory Services

📍 Mississippi, USA Posted: June 20, 2026 Deadline: July 14, 2026

Budget

Looking for Proposals

Scope of Work

(1) Vendor needs to provide investment advisory services to the government authority located in Gulfport, MS. - Provide investment advisor to establish an overall structure and process for the management and investment of unexpended funds.- Establishment of the expectations, objectives, and guidelines for the investment portfolio.- Establishing the investment structure for the management of the investment portfolio, inclusive of the following: asset classes, security types, interest rate risk, duration, and credit risk.- Encourage effective communication between the advisor, manager, custodian, and any other interested parties.- Compliance with all applicable state, federal, and fiduciary laws as pertaining to the investment portfolio.(2) The contract period will be for three years. 

Eligibility

- Onshore (USA Organization Only);

Place of Performance

Performance of the work will be Offsite.

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