Multi-Asset/Investment Advisor
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.
The college is searching for a firm to provide investment counsel and management services for its portfolio.
The foundation is conducting the RFP process to fulfill its fiduciary duty.
The new investment advisor’s contract went into effect on Dec. 10.
The county utilities authority is seeking the services for its in excess of $50 million in cash and fixed-income assets.
The $350 million fund is seeking discretionary investment advisory, management and reporting services.
The institution is looking to improve its cash flow management, optimize liquidity and establish a robust treasury management system to enhance its financial stability and maximize investment returns.
The city is searching for a firm to provide the services related to its operating and capital funds totaling approximately $60 million to $70 million.