Description: The Beaumont-Cherry Valley Water District is seeking a qualified firm to provide investment management and advisory services for the District’s investment portfolio. The selected firm will provide investment advice, ensure compliance with the District’s Investment Policy and applicable laws, prepare monthly and quarterly reports, conduct broker-dealer due diligence, and maintain broker-dealer relationships. The solicitation also requires demonstrated public-agency experience, competency, and a separate section addressing costs, materials, and the implementation-plan timeline.
SpecialDistrict · CA, US
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Aug 4, 2026
Closes
Sep 24, 2026
Investment management and advisory services to actively manage its multi-family and single-family bond resolutions, mortgage insurance fund and working capital accounts.
Massachusetts Housing Finance Agency
State AgencyMA
Aug 4, 2026
Closes
Sep 24, 2026
MassHousing is soliciting proposals from qualified firms to provide investment management and advisory services for its Multi-Family and Single-Family bond resolutions, Mortgage Insurance Fund, and Working Capital Accounts. The selected firm will manage the portfolio, execute securities trades, coordinate settlements and cash-flow strategies, provide reporting and fixed-income advice, and recommend performance improvements. This is an open-market procurement rather than a grant program, with a three-year base contract and two one-year extension options, and proposals are due September 24, 2026 at 5:00 p.m. Eastern.
Special DistrictTX
-
Closes
Oct 8, 2026
VIA Metropolitan Transit is seeking proposals from one or more qualified and experienced proposers to provide Investment Advisory Services. Proposers must demonstrate professional competence and extensive investment-management experience and direct the Authority's investments in accordance with VIA's Investment Policy and the Public Funds Investment Act. VIA states that its cash and investments total approximately $651 million and comprise a Local Government Investment Pool, cash, and cash equivalents; the contract has a three-year base term with two two-year option terms.
Aug 27, 2026
Closes
Sep 22, 2026
The City of Rancho Palos Verdes is seeking proposals for investment advisory and management services. The selected firm will review the City's existing investment portfolio and recommend an investment strategy, maturity structure, diversification strategy, and liquidity profile aligned with anticipated cash-flow requirements and the City's Investment Policy. The electronic RFP was posted on August 27, 2026, and proposals are due September 22, 2026, at 2:00 PM PDT.
Decision makers connected to this RFP from Beaumont-Cherry Valley Water District.
