ESBD_397130_1739943592427_NOI 2025-000002 Investment Management Services.pdf
PDF 158 KB Posted
- Attached to
- RFP - Investment Management Services
- Solicitation number
- RFP-2025-000002
- Issued by
- Kenedy County, La Casita CDP, Texas
About this file
This is a Notice of Intent to Procure from Hill Country Community MHMR Center in Kerrville, Texas for Investment Management Services (HCCMHMRC-NOI-2025-000002). The Center intends to issue a Request for Proposal (RFP) to identify and engage an experienced investment advisor to support their financial objectives through strategic portfolio management while ensuring compliance with state and federal regulations. The anticipated RFP release date is February 18, 2025, with proposals due by March 14, 2025, at 4:30 PM.
The objectives include implementing sound investment strategies prioritizing safety, liquidity, and yield, enhancing financial stewardship through expert advisory support and regulatory compliance, improving portfolio performance through optimized investment allocations, and providing ongoing market analysis, performance reporting, and risk management insights. The notice specifies that this is not a solicitation document and that the official RFP will contain all necessary details and instructions for participation.
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NOTICE OF INTENT TO PROCURE
HCCMHMRC-NOI-2025-000002 Page 1
To: Interested Parties
From: Hill Country Community MHMR Center 819 Water Street, Suite 300 Kerrville, Texas 78028 Phone: (830) 792-3300 Email: wendi8861@hillcountry.org Website: www.hillcountry.org
Date: 02/18/25
Hill Country Community MHMR Center, unit of local government under Texas Health and Safety Code Chapter 534, hereby provides Notice of Intent to issue a Request for Proposal (RFP) for the solicitation of a qualified Investment Management Services.
The purpose of this solicitation is to identify and engage an experienced investment advisor to support HCCMHMRC’s financial objectives through strategic portfolio management while ensuring compliance with applicable state and federal regulations.
The objectives of this initiative include:
• Implementing sound investment strategies that prioritize safety, liquidity, and yield.
• Enhancing financial stewardship through expert advisory support and regulatory compliance.
• Improving portfolio performance by optimizing investment allocations within permitted guidelines.
• Offering ongoing market analysis, performance reporting, and risk management insights.
Anticipated RFP Release Date: February 18, 2025 Anticipated Proposal Submission Deadline: March 14, 2025 by 4:30PM
Please note that this is a notice of intent and not a solicitation document. The official RFP will include all necessary details and instructions for participation.
mailto:wendi8861@hillcountry.org http://www.hillcountry.org/
File details come from the government source that posted it. Updated .