Multi-Asset/Investment Advisor
The town is seeking an advisor to help manage its trust fund portfolio.
The city is seeking a firm to provide discretionary services for its cash and core investment portfolios.
The organization has issued an RFP seeking an investment manager to handle its trust fund, which is invested in a balanced portfolio.
The city is seeking to assign roughly $160 million to $180 million of its investment portfolio to an external manager.
The city last conducted an investment advisor search in 2018.
The $604 million investment portfolio is currently managed internally by the city.
The city is seeking the services for its investment portfolios of $2.5 million and $1.9 million.
The city is seeking an advisor for its $350 million investment portfolio.
The city concluded a search for investment management and advisory services in February.
The foundation selected two firms to provide investment management services for its portfolio after issuing an RFP in late 2023.