Consultant/OCIO/Discretionary
The firm will also provide services for the district’s 401(a) plan.
The city last conducted a similar search in 2019.
The plan’s internal investment team is also expected to join the firm this year.
The community foundation has hired a discretionary advisor to manage its portfolio following an RFP process.
The plan is searching for a consultant to identify and advise on best practices and trends in the prepaid college plan and ABLE landscape in order to help in setting the direction for its programs.
The college has issued an RFP seeking a firm to provide investment advisory services for its retirement plan, including a review of its investment fund options.
Firms can submit a proposal for either or both pension plans.
A total of three finalists were interviewed at a meeting this week.
The plan’s cio and internal investment committee will be authorized to handle manager hires and terminations with some parameters/constraints.
The firm has hired a head of registered investment advisor distribution to lead business strategy, distribution and product development efforts within its RIA channel.