Investment Advisory Services

Agency: City of georgetown
State: Texas
Type of Government: State & Local
NAICS Category:
  • 523930 - Investment Advice
  • 541611 - Administrative Management and General Management Consulting Services
  • 541618 - Other Management Consulting Services
Posted Date: Apr 2, 2026
Due Date: Apr 30, 2026
Solicitation No: 202639
Original Source: Please Login to View Page
Contact information: Please Login to View Page
Bid Documents: Please Login to View Page

Description

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#


Contact Information
Name Nicole Abrego
Address 510 W. 9th Street
Georgetown, TX 78626 USA
Phone (512) 930-8454
Fax
Email nicole.abrego@georgetowntexas.gov
Bid Documents
Document name Format
Bid Invitation
Acrobat / PDF BINVAVL 9260274
Bid Attachments
File Name Description File Size
RFP 202639 Investment Advisory Services - Final.pdf
RFP 202639 Investment Advisory Services - Solicitation + Standard Form of Agreement 760 KB 343956 7315966
Attachment A - Investment Report 2025 09 GEDCO.pdf
Attachment A - Investment Report 2025 09 GEDCO 1.08 MB 343956 7316055
Attachment B - Investment Report 2025 09 GT CITY.pdf
Attachment B - Investment Report 2025 09 GT CITY 1.63 MB 343956 7316053
Attachment C- Investment Report 2025 09 GTEC.pdf
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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* Disclaimer: This website provides information about bids, requests for proposals (RFPs), or requests for qualifications (RFQs) for convenience only and does not serve as an official public notice. Individuals who wish to respond to or inquire about bids, RFPs, or RFQs should contact the relevant government department directly.