Consultant/OCIO/Discretionary
The county did not previously utilize a consultant for its two deferred compensation and health savings account plans.
The authority is seeking firms or individuals to provide investment advisory consulting services.
The deal will bring retirement plan consulting and wealth management services as well as new institutional-managed asset services capabilities to SageView Advisory Group.
The plans last rehired their incumbent to a one-year contract following a search process completed in 2024.
The foundation is seeking an investment consultant to advise its investment portfolio as it also explores increasing its private equity and debt allocations.
The independent institute is seeking outsourced cios to share their capabilities for its 2025 OCIO Survey and responding firms will be included in the institute’s outsourced cio provider directory.
The foundation recently adopted a new discretionary investment model and away from its traditional consulting framework.
The plan last conducted a similar search in 2018.
The deal is expected to close in late September.
The city hired its incumbent firm following a similar search process conducted in 2017.