Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Outsourced CIO To Join The Colony Group

An outsourced cio has been acquired by Focus Financial Partners and will become part of Focus partner firm The Colony Group, according to an announcement.

07.01.21
Consultant/OCIO/Discretionary
Southern City Seeks Endowment Fund Consultant

A city in the South has issued an RFP seeking an investment consultant for its endowment fund, which is expected to grow to more than $200 million later this year.

07.01.21
Consultant/OCIO/Discretionary
Southern University Foundation Selects New Discretionary Advisor

A university foundation in the South selected a new discretionary investment advisor to oversee its endowment at an investment committee meeting last week.

07.01.21
Consultant/OCIO/Discretionary
West Coast Plan Selects Investment Advisor

A plan based on the West Coast has selected its investment advisor.

06.30.21
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