Consultant/OCIO/Discretionary
A college foundation in the West is searching for a firm to provide discretionary investment consulting services for its investment portfolio as part of standard due diligence.
A Midwestern deferred compensation plan is seeking a general investment consultant.
The plan is searching for consulting services for traditional and alternatives asset classes due to the upcoming contract expiration of its incumbent provider.
The district rehired its incumbent investment consulting services provider.
The authority rehired AndCo Consulting to provide investment consulting services for its plans last month.
Plan elected to reissue the consultant RFP prior to finalist interviews in light of ownership changes at its incumbent.
He will be responsible for the strategic planning efforts of Callan’s clients.
A university in New England has hired a new general investment consultant for its endowment, replacing its incumbent following a more than decade-long relationship.
A medical school in the Mid-Atlantic region has issued an RFP seeking a consultant for its 403(b), 457(b) and 401(a) employee retirement plan programs.
An advisor in the Mid-Atlantic region is looking to add two staff members to its investment team to focus on manager selection in its private and public portfolios.
