Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Fla. Aviation Authority Flies With Incumbent Advisor

The authority rehired its investment advisor for its portfolios.

07.03.24
Multi-Asset/Investment Advisor
Utah City Taps Investment Advisor

The city launched a search earlier this year seeking a firm to make recommendations on investing its funds.

07.03.24
Multi-Asset/Investment Advisor
Southeast Town Seeking Investment Management Services

The town is seeking investment management services for its approximately $36 million in operating and capital funds.

07.03.24
Multi-Asset/Investment Advisor
Southern Foundation Retains Investment Advisor Following Search

The foundation rehired its incumbent investment advisor over three other finalists after reviewing 21 proposals to an RFP issued last year for standard due diligence purposes.

07.03.24
Multi-Asset/Investment Advisor
Southwestern Endowment Seeks Investment Management Advisory Services

The fund has issued an RFP seeking an advisor to develop a diversified investment portfolio and perform due diligence on all investment managers on a regular basis.

07.03.24
Multi-Asset/Investment Advisor
Southeast Authority Selects Investment Advisor

The authority rehired a firm to advise its approximately $225 million in operating bond, debt service and capital non-pension funds.

07.02.24
Multi-Asset/Investment Advisor
West Coast Water District Selects Investment Manager

The district rehired its incumbent, which has provided services since 2001.

07.02.24
Multi-Asset/Investment Advisor
Hawaii County Concludes Investment Advisor Search

The county issued an RFP in March seeking a firm to provide the services for its $700 million portfolio.

06.27.24
Multi-Asset/Investment Advisor
West Coast City Issues Investment Management RFP

The city is seeking up to two firms to provide the services.

06.27.24
Multi-Asset/Investment Advisor
Western College System Hires Inaugural Investment Advisor

The system hired its investment advisory firm to manage and oversee its portfolio following a search process from earlier this year.

06.25.24