Consultant/OCIO/Discretionary
The Northwest-based wealth manager and investment advisory firm is absorbing an investment consulting firm that works with several nonprofit organizations.
The association is searching for a consultant to conduct a review of its trust fund service providers as a best practice to provide continuous improvement of the operation of the fund.
The foundation has awarded a new investment consultant to oversee and advise on its portfolio following a search launched in the first quarter due to the impending contract expiration of its incumbent consultant.
The trust fund has hired a new non-discretionary investment consultant following an RFP process that did not see its incumbent consultant submit a proposal.
The plan’s incumbent was awarded another five-year contract at a board meeting today.
The plan is seeking a firm to advise on its $575 million in assets.
The change follows an RFP process that began in April.
The plan is looking to consolidate its consulting services into two contracts.
The college has renewed the contract of its incumbent investment consultant, which has worked with the institution since 2017, for a one-year period.
The institution has hired a new investment consultant to wrap up its search for a firm to oversee its portfolio from last year.