Consultant/OCIO/Discretionary

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
Credit/Private Debt
Midwest Plan Concludes Second Phase In Opp. Credit Search

A Midwestern employees pension plan concluded the second phase of its search with the hire of two managers at today’s investment board meeting.

06.17.21
Consultant/OCIO/Discretionary
Northwest City Seeking DC Plan Investment Advisor/Consultant

The plan last issued an RFP for the services in 2018.

06.17.21