Consultant/OCIO/Discretionary
The plans currently work with general investment consultant Advanced Capital Group, which was rehired in 2016 following a similar RFP process.
The city is searching for advisory and consulting services for its 457 plan.
The retirement plans have been working with general investment consultant Bolton Investment since 2003.
The selected firm will provide investment consulting services for a $140 million trust.
The board retained its incumbent investment consultant for its 403(b) retirement plans over one other finalist following a closed RFP process from 2022 for standard due diligence purposes.
The college renewed its contract with its investment consultant for a one-year term beginning on July 1.
The contract of the city’s current investment advisor is set to expire.
Plan will hear presentations from four general investment consultant firms at its meeting next month.
The foundation recently revised the target asset allocation for its investment portfolio, shifting it toward domestic and developed market equities at the expense of emerging market stocks, and retained its outsourced cio provider.
The county is seeking retirement plan consultant and investment advisor services.