Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
West Coast Agencies Issue Investment Advisor RFP

A pair of West Coast transportation agencies have issued an RFP for investment advisory services.

06.05.20
Multi-Asset/Investment Advisor
Western School District Seeking Investment Mgmt. Services

A Western school district has issued an RFP seeking investment management services.

06.05.20
Multi-Asset/Investment Advisor
Oregon City Hires New Investment Advisor

An Oregon city hired a new investment advisor following an RFP search process.

06.04.20
Multi-Asset/Investment Advisor
Northwest City Posts Investment Advisor RFP

A Northwestern city has issued an RFP for non-discretionary investment advisory services.

06.04.20
Multi-Asset/Investment Advisor
Northeast Police Plan Hires Investment Manager

A Northeastern police pension plan made a hire in its investment management services search.

06.03.20
Multi-Asset/Investment Advisor
Northeast Plan Wraps Up Bundled Provider Search

A Northeastern pension plan made a hire in its bundled provider search last month.

06.02.20
Multi-Asset/Investment Advisor
Northeast Plans Begin Investment Management Search

Two Northeastern pension plans have launched their search for an investment manager.

06.01.20
Multi-Asset/Investment Advisor
Canadian Town Seeking Investment Management Services

A town in Alberta has issued an RFP seeking investment management services.

05.29.20
Multi-Asset/Investment Advisor
New England Nonprofit Searching For Investment Manager For New Portfolio

A New England-based nonprofit has issued an RFP seeking a firm to provide investment management services for a new investment portfolio.

05.28.20
Announcements
BNY Mellon Wealth Management Names Regional President

BNY Mellon Wealth Management has named Steve Kutz as a regional president in Los Angeles. 

05.27.20