Investment Advisory Services and Municipal Financial Products Advisory Services

Agency: City of Waco
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: Feb 17, 2026
Due Date: Mar 9, 2026
Solicitation No: RFP 2026-007
Original Source: Please Login to View Page
Contact information: Please Login to View Page
Bid Documents: Please Login to View Page

Description

Project: Investment Advisory Services and Municipal Financial Products Advisory Services
Ref. #: RFP 2026-007
Department: Administrative Services
Type: RFP
Status:
Open
Open Date: Feb 17th 2026, 8:00 AM CST
Questions Due Date: Feb 27th 2026, 5:00 PM CST
Contact Information: Kasey Gamblin, kaseyg@wacotx.gov
Close Date: Mar 9th 2026, 2:00 PM CDT

Project Description: The City of Waco, Texas (the "City") is seeking qualified firms to provide professional advisory services in two distinct but complementary service areas:
Service Area 1: Investment Advisory Services under the Texas Public Funds Investment Act
Service Area 2: Municipal Financial Products (MFP) Advisory Services
Respondents may propose to provide services for one or both service areas. The City reserves the right to engage one firm for both service areas or separate firms for each service area, depending on the qualifications and expertise demonstrated by respondents.


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