Investment Consulting and Training Services for the City of San Antonio

The City of San Antonio is seeking proposals for investment consulting services and investment training for its authorized investment officers.

Texas SmartBuy Member M0152


General
Open (posted)
6100019705
Jul 17, 2026 04:00 PM
Jun 15, 2026 12:00 PM
Request for Proposal (RFP)
Local
Contact
Morgan Aguirre
morgan.aguirre@sanantonio.gov
+12102072245
San Antonio, TX, USA
Submission Instructions
Online
Description

The City of San Antonio's Finance Department is soliciting proposals from qualified investment consultants. The scope of work includes providing investment consulting services for the City's investment portfolio and delivering investment training to the City's authorized investment officers, in accordance with the Texas Public Funds Act. The applicable product category is Finance and Economics Consulting.

Classification Codes
NAICS523940Portfolio Management and Investment Advice
PSCR547STUDY/ACCOUNTING/FINANCIAL MGT
Smart Codes
investment consultingfinancial trainingpublic funds management
Specifications
Service Only
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