Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
New England 457 Plan Issues Investment Advisor RFP

The plan is conducting the search due to the contract expiration of its incumbent.

06.30.21
Consultant/OCIO/Discretionary
West Coast 457 Plan Begins Consultant Search

The plan has issued its investment advisory and consulting RFP due to the incumbent’s upcoming contract expiration.

06.29.21
Consultant/OCIO/Discretionary
Rocky Mountain County Concludes Advisory Services Search

The county decided to retain its general investment consultant.

06.28.21
Consultant/OCIO/Discretionary
West Coast County Board To Break Deadlocked Consultant Decision

The county plan’s board will break the investment committee’s deadlock in its investment consultant search at its meeting later this week.

06.28.21
Consultant/OCIO/Discretionary
Great Lakes Plan Posts Consultant RFP

The plan has issued an RFP seeking investment consulting services as its board is reviewing the services.

06.28.21
Consultant/OCIO/Discretionary
Midwest Plan Slates Consultant RFP; Hires PE FoF Mgr.

The plan expects to launch a general investment consultant search this summer.

06.24.21
Consultant/OCIO/Discretionary
Midwest College Renews Consultant Contract

A college based in a Midwestern state has renewed its investment consultant contract.

06.24.21
Industry News
The Coury Firm Expands Outsourced CIO Offering

The Coury Firm has expanded its outsourced cio services to focus on small and medium-sized foundations and single-family offices.

06.24.21
Consultant/OCIO/Discretionary
Midwest Plan Begins Consultant Search

The plan has issued its RFP seeking a general investment consultant.

06.21.21
Consultant/OCIO/Discretionary
Verus Hires Director, Associate From Wilshire

They will join the firm’s Pittsburgh office.

06.21.21