Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Midwest Plan Narrows Investment Mgmt., Custodial Search

A Midwestern pension plan will interview four firms in its investment management and custodial services search.

10.31.19
Multi-Asset/Investment Advisor
Kansas-based University Selects Retirement Plan Advisor

A university based in Kansas has selected a retirement plan advisor after a search.

10.30.19
Searches And Hires
Missouri Foundation Releases Manager RFP

A foundation in Missouri has released an investment manager RFP.

10.30.19
Multi-Asset/Investment Advisor
Southeastern Foundation Hires New Investment Advisor

A Southeastern foundation hired a new firm to provide advisory counsel and investment management services for its investment portfolio earlier this year.

10.30.19
Multi-Asset/Investment Advisor
West Coast Water Authority Eyes Investment Mgr. Hire

A water authority on the West Coast was expected to make a hire in its investment manager search last week.

10.29.19
Multi-Asset/Investment Advisor
Southeast Aviation Authority Makes Investment Advisor Hire

An aviation authority in the Southeast has concluded its investment advisor search.

10.28.19
Multi-Asset/Investment Advisor
Texas County Taps 457 Plan Provider

A county in Texas has made a hire in its search for a 457 plan provider.

10.28.19
Multi-Asset/Investment Advisor
Northeast Plans Conclude Investment Mgmt., Advisory Search

Three pension plans in the Northeast rehired a firm to provide investment advisory services.

10.28.19
Multi-Asset/Investment Advisor
Mid-Atlantic County Seeking 457 Plan Advisor

A Mid-Atlantic county is seeking an advisory for its 457 plan.

10.25.19
Searches And Hires Multi-Asset/Investment Advisor Administrator/Record Keeper
N.Y. Health Plan Issues RFP

A New York-based health plan has issued an RFP for firms to provide investment management/investment advisory, administration/record keeping and custodial trustee services.

10.23.19