Multi-Asset/Investment Advisor
The town received three proposals in response to an investment advisor RFP issued in September.
Selected firm will handle services that include developing and implementing sound investment strategies.
The district last issued an investment advisor RFP in 2018.
The firm has selected a new firm to provide investment management services for its portfolio, including overseeing and executing the selection, monitoring and evaluation of the portfolio and its investment managers.
The library has launched a search for an investment advisor to help oversee its short- and long-term investment portfolios.
The foundation has issued an RFP seeking investment advisors to invest funds in accordance with its investment policy, provide custom benchmarks to assess investment performance and provide education and training to board and staff, among other responsibilities.
The higher education agency selected a firm to provide financial and investment advisory services for its student loan program to conclude a search from late 2023.
The city has hired one firm to provide actuarial, administrative, investment advisory and custodial services.
The district’s board of education will place a $739.8 million bond on the ballot this month.
The county launched a similar search last year seeking a firm to provide the services for a one-year period.