Grayson College Investment Advisor Services

Grayson College is soliciting competitive sealed proposals from qualified investment advisory firms to provide comprehensive advisory and portfolio management services for its institutional investment assets, estimated between $50 million and $100 million. The selected advisors will join a pool from which the College may assign specific funds or asset classes, offering strategic investment advice, risk management, and performance reporting in compliance with the Texas Public Funds Investment Act. Proposals are due 9/22/2026; an optional Q&A session is scheduled for 9/15/2026. The College encourages electronic submissions but also accepts sealed hard‑copy bids. • Scope: Full‑service investment advisory for all college funds (portfolio management, asset allocation, risk mitigation, reporting). • Estimated asset base: $50‑100 M; self‑managed custodial arrangement. • Contract: Not time‑specified; ongoing advisory relationship with potential for multiple advisors. • Evaluation criteria: Experience (30%), service quality (25%), compliance & financial stability (15%), cost transparency (10%), risk strategy (10%), conflict of interest (5%), local presence (5%). • Mandatory insurance: $1 M general liability, $2 M professional liability, workers’ comp as required. • Submission: Electronic via bidding system; hard‑copy to Kevin Haney, Purchasing Dept., Denison, TX.