Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Midwest City Plan Seeks Investment Services

A city in the Midwest is searching for a manager to cover all investing services.

07.21.20
Multi-Asset/Investment Advisor
West Coast Plan Posts Investment Mgmt. RFP

A West Coast pension plan has posted an RFP for investment management, trust and custody services.

07.21.20
Multi-Asset/Investment Advisor
West Coast City Taps Investment Manager

A West Coast city hired an external investment manager to handle its portfolio at a meeting this week.

07.20.20
Multi-Asset/Investment Advisor
Southeast County School District Issues Investment Manager RFP

A Southeastern county school district has issued an investment manager RFP for its 403(b) and 457(b) plans.

07.20.20
Multi-Asset/Investment Advisor
West Coast Town Seeks Investment Advisor

A West Coast-based town is seeking an investment advisor to help manage a roughly $219 million portfolio.

07.17.20
Multi-Asset/Investment Advisor
New England Plans Delay Investment Advisor Decision

New England pension plans decided to delay their decision on an investment advisor hire until next week.

07.16.20
Multi-Asset/Investment Advisor
Midwest Transit Plan Concludes Investment Mgmt., Trustee Services Search

A Midwestern pension plan has selected a firm to provide investment management and trustee services.

07.14.20
Multi-Asset/Investment Advisor
New England Plans To Make Investment Advisor Hire

New England pension plans will make a decision in its investment advisor search next week.

07.13.20
Multi-Asset/Investment Advisor
Florida City Wraps Up Investment Advisor Search

A Florida city made a hire in its investment advisory services search last month.

07.10.20
Multi-Asset/Investment Advisor
Southern Colleges District Seeks Investment Advisor

A Southern college district has issued an RFP seeking an investment advisor to help invest its operating funds and proceeds from bond sales.

07.09.20