The deal will bring retirement plan consulting and wealth management services as well as new institutional-managed asset services capabilities to SageView Advisory Group.
The investment company is seeking entities to provide proxy voting services, including proxy research and recommendations, custom policy implementation, proxy vote execution and web voting disclosure.
The foundation is seeking an investment consultant to advise its investment portfolio as it also explores increasing its private equity and debt allocations.
The firm has hired a v.p. of institutional business development to lead sales and development as well as foster relationships with institutional investors, consultants and stakeholders.
The firm has signed a definitive agreement to sell a stake in its private credit business to another firm to create a stand-alone private credit asset management platform.