Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Oregon Library District Seeking Retirement Plan Services

A Pacific Northwest library district issued an RFP for retirement plan services today.

05.26.20
Multi-Asset/Investment Advisor
Western County Posts Investment Management RFP

A Western county has posted its RFP seeking investment management services.

05.26.20
Multi-Asset/Investment Advisor
West Coast City Seeking Investment Mgmt., Advisory Services

A West Coast city has issued an RFP seeking investment management and advisory services.

05.21.20
Announcements
Steward Partners Opening New Office; Adds New Advisors

Steward Partners Global Advisory has opened a new office in Norfolk, Va. and added five new advisors for the office, the firm announced.  

05.21.20
Daily Feed
Midwest Foundation Extends Donor Fund Advisor Search

A Midwestern foundation has extended the deadline in its search for a firm to manage a new donor-advised fund.

05.21.20
Multi-Asset/Investment Advisor Administrator/Record Keeper
Midwest Transit Plan Reissues Trustee Services RFP

A Midwestern pension plan has reissued its trustee services RFP.

05.18.20
Searches And Hires
Western College Foundation Seeking Investment Mgmt. Services

A Western college foundation is seeking investment management services for its restricted and unrestricted investments.

05.15.20
Searches And Hires Multi-Asset/Investment Advisor Consultant/OCIO/Discretionary
Mid-Atlantic School Board Seeking Deferred Comp. Plan Consultant

A Mid-Atlantic school board has issued an RFP for retirement plan consulting services for its deferred compensation plans.

05.15.20
Fixed-Income
Western Organization Selects Fund Mgrs. For Investment Portfolios

A Western organization has selected investment managers to handle its various investment portfolios.

05.15.20
Searches And Hires Multi-Asset/Investment Advisor
Western Tribal Organization Searching For 401k Advisor

A Western tribal organization has issued an RFP seeking firms to provide management advice and consultation on its employee retirement 401k accounts.

05.14.20