Multi-Asset/Investment Advisor
An East Coast transportation authority has issued an RFP for pension fund investment advisory and trustee services due to the upcoming contract expiration of its incumbent provider.
A West Coast city is seeking non-discretionary portfolio advisory services for its separate investment portfolios.
A college in the West is seeking an advisor for its endowment and foundation funds due to the contract expiration of its current advisor.
A Nevada county has canceled its investment advisor search after previously tabling a hire decision and will reissue the RFP.
A Midwestern city is searching for an investment advisor to oversee its $10 million investment portfolio.
A Northeast water authority is seeking a firm to provide investment advisory and custodial services for its pension plan for standard due diligence purposes.
A town in Texas is seeking an investment advisor to oversee its $79 million investment portfolio.
A Southern city is searching for an investment advisor to manage its $272 million investment portfolio.
The city is looking to set aside a portion of their future savings into a Section 115 Trust to help mitigate future pension cost increases.
A town in Florida is seeking an investment advisor to oversee $5 million in operating and capital funds.
