Multi-Asset/Investment Advisor
The city is seeking the services on behalf of its $22 million in operating and capital funds.
The district hired a firm to provide investment services for its 401(a) and 457(b) Plans.
The nonprofit organization selected a firm to handle its more than $500 million endowment this month over three other finalists following a year-long competitive bid process.
The agency’s investment portfolio was previously managed in-house.
The town is seeking investment advisory services for its $17.6 million 457(b) plan.
The city issued an RFP last year seeking an advisor for its investment portfolio.
The county rehired its two domestic fixed-income managers to handle a portion of its operating and sales tax portfolios last month.
The city has roughly $73 million in investment funds overseen by Valley View Consulting.
The plan is seeking a single firm to provide administrative, investment advisory and custodial services.
The city issued an RFQ in October seeking the services for its $25 million portfolio.