Consultant/OCIO/Discretionary

Searches And Hires
Western 529 Plan Conducting Consultant Search

A Western 529 plan is searching for an investment consultant to oversee and advise on its assets.

01.09.20
Searches And Hires
New Foundation To Search For Investment Consultant

A new foundation will search for an investment advisor to oversee its endowment this year.

01.09.20
Industry News
Wealth Management Firm Acquires Investment Advisor

A wealth management firm agreed to acquire an investment advisor in a deal that is expected to close in the second quarter.

01.09.20
Searches And Hires
Western Foundation Issues Consultant RFI

A Western foundation has issued an RFI for investment consultants for its long-term and sustainable and responsible investment pools.

01.09.20
Searches And Hires Consultant/OCIO/Discretionary
Southern College To Interview Finalists In Consultant Search

A Southern college will interview four finalists in its search for an investment consultant.

01.09.20
Searches And Hires
Midwest University Issues Advisor RFP

A Midwest-based university has issued a financial and investment advisor RFP.

01.09.20
Searches And Hires Consultant/OCIO/Discretionary
Kentucky Plans Seeking Investment Adviser

A Kentucky-based retirement system has issued an RFQ for an investment adviser.

01.08.20
Consultant/OCIO/Discretionary
New England Plans Approve Investment Advisor Hire

A pair of New England pension plans approved an investment advisor hire yesterday.

01.08.20
Industry News
Aksia Acquires TorreyCove Capital Partners

Combined firm will have approximately $160 billion in assets under advisement and 240 employees.

01.08.20
Consultant/OCIO/Discretionary
Mid-Atlantic Plan Sticks With Consultant

A Mid-Atlantic pension plan retained its general investment consultant at the end of the third quarter.

01.07.20