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6100016915 Broker Dealer Services


The City of San Antonio’s Finance Department is seeking proposals from Broker/Dealer firms to buy and sell transactions on a competitive basis. All investments are made in accordance with the City’s Investment Policy and the Texas Public Funds Investment Act. Firms must demonstrate extensive fixed income and money market experience, and experience with governmental entities and their requirements.

A Pre-Submittal Conference is scheduled, for Tuesday, June 6, 2023, at 9:00 a.m. Central Time. The Pre-Submittal Conference will be held via WebEx meeting. Respondents may join the WebEx using the following instructions: Join by phone: 1-415-655-0001 Meeting number (access code): 2630 349 3124 Meeting password: AuPNk9gp3m3 Meeting Link: https://sanantonio.webex.com/sanantonio/j.php?MTID=me41bf034f67c8d2b5ba76da99cfa0e84

All proposals are due on Monday, July 3, 2023 at 11:00 a.m. Central Time. All proposals must be submitted electronically though the portal. ONLY ELECTRONIC SUBMISSIONS WILL BE ACCEPTED.

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Revised Solicitation and Committee InformationPDF 637.04 KB