Consultant/OCIO/Discretionary
The university is seeking a firm to provide investment and plan advisory service for its 401(a) and 403(b) retirement plans as its incumbent advisor has reached its maximum portfolio duration.
The university has issued an RFP seeking an investment consultant to serve as a discretionary advisor for its foundation’s endowment.
Interested managers are encouraged to tune into an April 10 webinar for additional information.
The retirement fund had been expected to post the RFP today.
The plan has been expected to issue an RFP this year and will begin the search process next week.
The city is seeking a firm to review the appropriateness, adequacy and effectiveness of its investments.
The firm is absorbing an outsourced cio provider and advisory firm to expand its operations in key regions in the U.S. and enhance its offerings in the outsourced cio market.
The investment consulting firm has acquired a Virginia-based wealth and investment management firm, which has 25 to 30 nonprofit clients in addition to family office, individual and institutional investors as well as financial service firms.
The foundation has rehired its incumbent outsourced cio following an invitation-only RFI process to determine whether it should be put services out for bid.
The search is required per state regulatory requirements.