Consultant/OCIO/Discretionary
The plan s seeking firms interested in serving as a non-discretionary investment consultant in one or any combination of capacities across private markets.
The Citizens Property Insurance Corporation has issued an invitation to negotiate seeking financial advisory services for its retirement plans.
The organization is seeking a retirement program consultant to provide it with services related to reviewing and recommending a nonprofit employer retirement plan for approximately 80 employees.
The wealth manager and registered investment advisor is acquiring a West coast-based institutional investment consulting firm to help support its investment strategy, fiduciary governance and portfolio oversight.
The college savings program is looking for a consultant to assess whether its investment program aligns with Islamic investment principles.
The move expands Creative Planning’s institutional investment consulting capabilities with the acquisition of RVK and its $4.3 trillion in assets under advisement.
The deferred compensation plan’s contract with its incumbent is scheduled to expire on Jan. 31.
The plans also replaced a domestic large-cap growth equity manager due to underperformance.
The firm will provide investment consulting services for the county’s soon-to-be merged asset pools.
The district is seeking discretionary or non-discretionary services for its $140 million portfolio.
