Consultant/OCIO/Discretionary
The foundation is searching for a consultant to review its 403(b) retirement plan, including assessing plan costs, evaluating investment options and analyzing performance.
The college has issued an RFP for a consultant to assist with retirement plan oversight, including analyzing portfolio performance, recommending overall improvements and conducting semi-annual reviews of cost, services and fund line-ups.
The pension plan interviewed a total of three finalists, including its incumbent consultant.
The city is seeing discretionary investment management and consulting services on behalf of its approximately $75 million managed portfolio.
The agency received three proposals in response to its investment advisor RFP.
The foundation has issued an invitation-only RFP seeking a general investment consultant for its portfolio as it has been five years since its last consultant selection process.
The program recently selected a new investment consultant for its 529 and ABLE savings programs to conclude a search process from the beginning of the year.
The agency’s plans hired their first investment consultant following a search process conducted in 2018.
The plan approved a hybrid of traditional consulting and outsourced cio services for a three-year contract.
The pension hired its incumbent consultant following a search conducted in 2025.