Multi-Asset/Investment Advisor

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
Multi-Asset/Investment Advisor
Midwest Plan Eyes Potential Investment Advisor RFP

A Midwestern pension plan will potentially issue an RFP for investment advisory services.

10.18.19
Daily Feed
Great Lakes School District Selects Investment Manager

A school district in the Great Lakes region hired an investment manager to assist in handling the proceeds of a general obligation bond issuance.

10.17.19
Searches And Hires
Midwestern University Issues Investment Advisor RFP

A state university in the Midwest has issued an investment advisor RFP.

10.16.19
Administrator/Record Keeper
Western Trust Fund Hires Administrator

A Western trust fund has hired an organization to administer, invest and manage its assets.

10.16.19
Multi-Asset/Investment Advisor
Eastern Community College Foundation Hires Advisor

A community college in the Northeast hired an investment advisor earlier this year.

10.16.19
Searches And Hires Multi-Asset/Investment Advisor
Calif. City Seeking Discretionary Investment Manager

A Calif. city is seeking a discretionary investment manager to handle a portion of its investment portfolio.

10.16.19