ESBD_397130_1740006473767_NOI 2025-000002 Investment Management Services Rev02.pdf
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- 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 document issued by Hill Country Community MHMR Center in Kerrville, Texas, announcing their plan to release a Request for Proposal (RFP) for Investment Management Services. The solicitation (HCCMHMRC-NOI-2025-000002 Rev02) seeks to engage an experienced investment advisor to support the organization's financial objectives through strategic portfolio management while ensuring compliance with state and federal regulations. The RFP will be released on February 21, 2025, with proposals due by March 14, 2025, at 4:30 PM. Key objectives include implementing sound investment strategies prioritizing safety, liquidity, and yield, enhancing financial stewardship, improving portfolio performance through optimized investment allocations, and providing ongoing market analysis and risk management insights.
The document does not specify any pricing terms, set-asides, incumbent information, or specific funding amounts. As this is only a notice of intent, the full details and instructions for participation will be included in the official RFP when released. The organization's logo appears in the document header, identifying them as "Hill Country MHDD" established since 1997 with the tagline "Caring People Dedicated to Quality Service."
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Text version
NOTICE OF INTENT TO PROCURE
HCCMHMRC-NOI-2025-000002 Rev02 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 21, 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/ wendi8861 Line
File details come from the government source that posted it. Updated .