Multi-Asset/Investment Advisor
The advisor will provide fiduciary oversight and strategic guidance for the plans.
The town received six proposals in response to an RFP issued in January.
The hires conclude an RFP process that began in September due to upcoming contract expirations.
The city is seeking a firm to provide services for its $33 million investment portfolio.
The city last completed a search for the services in 2021.
The selected firm will manage the retirement plan’s entire balanced portfolio.
The city maintains an investment portfolio averaging $40 million comprised primarily of certificates of deposit.
The manager will handle the retirement plan’s entire balanced portfolio.
The foundation hired a new firm over its incumbent advisor to provide investment advisory and management services for its endowment and fiduciary fund following a search.
The district received two proposals in response to an RFP issued in April.
