Multi-Asset/Investment Advisor

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

A West Coast city hired Fiduciary Experts to serve as an investment advisor for its deferred compensation and retiree health plans at yesterday’s city council meeting.

11.18.20
Searches And Hires
Southwest Plan Seeks Retirement Investment Advisor

A Southwestern plan is seeking a retirement investment advisor and consultant.

11.17.20
Multi-Asset/Investment Advisor
Midwest Sewer District Approves Asset Mgr. Hire

A Midwestern sewer district approved the hire of a firm to handle its pool of bond proceeds at a meeting yesterday.

11.13.20
Searches And Hires
Southwest City Posts Investment Advisory RFP

A Southwestern city is searching for a firm to assist with its treasury and cash management system.

11.12.20
Searches And Hires
Midwest Fund Issues Investment Manager RFI

A local fund based in a Midwest state has issued an RFI seeking investment managers.

11.12.20
Announcements
Midwest State Selects Program Mgr. For ABLE Plan

A state in the Midwest has hired a program manager for its ABLE plan.

11.12.20
Multi-Asset/Investment Advisor
Midwest College Completes Manager Search

A college based in the Midwest has completed its search for firms to manage its reserve funds and provide banking services.

11.12.20
Searches And Hires
Southeast City Seeks Investment Manager

A Southeastern city is searching for a firm to manage its $75 million operating fund.

11.10.20
Multi-Asset/Investment Advisor
Northeast County Hires Investment Manager For Trust

A Northeastern county pension plan made a hire in its search for an investment manager for its trust this summer.

11.06.20
Multi-Asset/Investment Advisor
Southeast City Taps PFM For Investment Advisory Services

A Southeastern city approved the hire of PFM Asset Management to handle its operating, capital and reserve funds last month.

11.05.20