Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Northeast County Seeking 457 Plan Consultant

County has issued an RFP for investment consulting services related to its more than $100 million in 457 plan assets.

09.29.21
Alternatives
West Coast Plan Hires Discretionary Private Markets Advisor

Plan selected a discretionary advisor for its private markets portfolio following a search process initiated earlier in the year.

09.27.21
People Moves
Prime Buchholz Founder Dies

Prime Buchholz Founder Jim Buchholz died of natural causes on Sept. 9 in Kansas City, Mo., the firm announced.

09.23.21
Industry News
Investment Consultants Form Global Net-Zero Carbon Initiative

Twelve investment consulting firms have launched the Net-Zero Investment Consultants Initiative with the goal of achieving global net zero greenhouse gas emissions by 2050 or sooner, according to an announcement.

09.23.21
People Moves
Western Investment Advisor Adds MD To Support Sustainable Investing

An investment advisor based in the West has hired a as a managing director to support its responsible and sustainable investing approaches.

09.23.21
Consultant/OCIO/Discretionary
Government Trust Slates Consultant Search

A government fund will launch a search for general investment consulting services later this year.

09.22.21
Consultant/OCIO/Discretionary
West Coast Plan Seeking Investment Consultant

The plan is searching for an investment consultant for its investment staff.

09.22.21
Consultant/OCIO/Discretionary
Rocky Mountain City Retains Investment Consultant

The city retained Innovest Portfolio Solutions as general investment consultant for its deferred compensation plans.

09.21.21
Consultant/OCIO/Discretionary
Midwest 457 Plan Wraps Up Consultant Search

The plan approved a hire in its investment consulting services search last week.

09.21.21
Consultant/OCIO/Discretionary
Pacific Northwest Transit District Posts Investment Consultant RFP

The district is seeking a firm to provide comprehensive investment consulting services for its deferred compensation plan.

09.21.21