The independent, fee-only registered investment adviser has launched a dedicated institutional advisory and outsourced cio practice focused on foundations, endowments and nonprofit organizations.
The firm hired an investment consultant on its endowments and foundations team in July to advise on investment objectives, investment policy, asset allocation and manager selection.
The institution is seeking investment professionals, firms or institutions to provide investment management services for its trust.
The plan is searching for investment advisory services for its multiple defined contribution retirement plans, including 403(b), 401(a) and 457(b) plans.
The university’s previous cfo left in the fourth quarter to join a private university in the Northeast.
The university system is searching for a managing director to help oversee and manage its cash and endowment pools after promoting its deputy cio to its investment head in the first quarter.
The foundation recently committed $4 million to a value-add real assets manager investing in climate-resilient U.S. farmland and timberland.
The senior investment analyst recently left the foundation after five years of service to join a nearby university as director of investments.
The university recently hired an investment associate to assist in the oversight and management of its endowment after serving as a leveraged finance banking analyst.
The foundation has appointed its next president and ceo as its current head is retiring after 17 years in the role and three decades of service at the organization.