Grayson College Investment Advisor Services

Grayson College, a Texas junior college district, is seeking competitive sealed proposals from qualified investment advisory firms to provide comprehensive investment advisory and portfolio management services for its institutional assets (approximately $50‑$100 million). The advisor will develop strategic investment policies, manage cash‑flow cycles, advise on bond‑fund allocations, and ensure compliance with the Texas Public Funds Investment Act. The engagement may involve forming a pool of two‑to‑three firms to cover both bond‑fund expertise and day‑to‑day cash‑management needs. Proposals must be submitted electronically or as sealed hard copies by September 22, 2026. • Scope: strategic investment advice, portfolio construction, risk management, cash‑flow optimization, bond‑fund oversight. • Assets: $50‑$100 M, self‑managed currently, with $100 M in bond funds and $40‑$60 M in other institutional funds. • Deliverables: investment policy recommendations, periodic performance reporting, asset allocation guidance, compliance monitoring. • Timeline: contract award date not disclosed; service period likely multi‑year. • Submission: electronic preferred; hard copy to Kevin Haney, Purchasing Specialist, 6101 Grayson Drive, Denison, TX.