Procurement Summary
Country: USA
Summary: City of Euless Request for Information (RFI) Investment Advisory Services
Deadline: 30 Apr 2026
Posting Date: 03 Apr 2026
Other Information
Notice Type: Tender
TOT Ref.No.: 138941684
Document Ref. No.: 04022026
Competition: ICB
Financier: Self Financed
Purchaser Ownership: Public
Tender Value: Refer Document
Purchaser's Detail
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Tender Details
The City of Euless, Texas is seekinginformation from qualified investment advisory firms to assist in managing andproviding guidance on its investment portfolio (which includes general reserves), including but not limited to investment policy review and recommendations, cashflow analysis and investment structuring, ongoing portfolio strategy andinvestment recommendations, performance measurement and benchmarking, compliance monitoring (policy + state law), monthly/quarterly reporting, economic and market updates, and assistance with audits and reporting(including Annual Consolidated Financial Report - ACFR). This RFI is intendedto gather information and assess the capabilities, experience, and approach offirms.
Publish Date: 2026-04-02
Deadline: 2026-04-30
Documents
Tender Notice