Consultant/OCIO/Discretionary
A university foundation in the South selected a new discretionary investment advisor to oversee its endowment at an investment committee meeting last week.
A plan based on the West Coast has selected its investment advisor.
The plan is conducting the search due to the contract expiration of its incumbent.
The plan has issued its investment advisory and consulting RFP due to the incumbent’s upcoming contract expiration.
The county decided to retain its general investment consultant.
The county plan’s board will break the investment committee’s deadlock in its investment consultant search at its meeting later this week.
The plan has issued an RFP seeking investment consulting services as its board is reviewing the services.
The plan expects to launch a general investment consultant search this summer.
A college based in a Midwestern state has renewed its investment consultant contract.
The Coury Firm has expanded its outsourced cio services to focus on small and medium-sized foundations and single-family offices.