Multi-Asset/Investment Advisor

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
Multi-Asset/Investment Advisor
West Coast City Wraps Up Trust Fund Management Search

A city on the West Coast has made a hire in its trust fund management search.

10.16.19
Multi-Asset/Investment Advisor
Rocky Mountain School District Slates Investment Advisor Hire

A school district in the Rocky Mountains expects to conclude its investment advisor search next week.

10.16.19
Multi-Asset/Investment Advisor
West Coast City Cancels Investment Advisor Search

A city on the West Coast had decided not to move forward in its search for an investment advisor.

10.16.19
Multi-Asset/Investment Advisor
Midwest Plan Hires Investment Advisor

A Midwestern pension plan made a hire in its search for investment advisory services.

10.11.19
Multi-Asset/Investment Advisor
Northeast Plans Conclude Investment, Admin Services Search

A pair of Northeast pension plans have concluded their search for investment and administration services.

10.11.19
Multi-Asset/Investment Advisor
Southeastern Water Authority Hires Investment Advisor

A Southeastern water authority hired an investment advisor at a meeting yesterday.

10.10.19