Multi-Asset/Investment Advisor
The institution is seeking firms to provide investment advisory and quarterly investment performance monitoring services.
The plan is conducting the search for due diligence purposes.
The district issued an RFP in March seeking the services for its approximately $77 million portfolio.
The authority is searching for a firm to invest and manage approximately $230 million.
The town hired a firm to provide non-discretionary investment advisory services for its various trust funds.
The foundation has issued an RFP seeking a banking services provider to spearhead its cash management with a focus on minimizing transaction costs and maximizing investment income on funds.
The district’s finance and administration committee opted to leave a decision up to the full board following discussion at a recent meeting.
The city rehired its incumbent advisor at a meeting this week to provide services for a roughly $103 million investment portfolio.
The authority’s board approved the hire of a new investment advisor for its bond and operating portfolios.
The colleges retained its discretionary investment advisor for its final contract extension at a May board meeting.
