Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Southwest County Posts Fixed-Income Mgr. RFP

The county is seeking a manager to handle a portion of a recent cash settlement.

05.06.24
Multi-Asset/Investment Advisor
Great Lakes City Makes Investment Manager Hire

The city initially engaged in a short-term agreement with the manager in October to manage $25 million.

05.03.24
Daily Feed
Southern Nonprofit, Businessperson Make Record Gifts To College

The nonprofit and a business leader have donated large gifts to a college in the region to expand its library.

05.02.24
Multi-Asset/Investment Advisor
Mid-Atlantic College To Invest Largest Bequest In School History In Endowment

The college will receive an approximately $55 million gift – the largest bequest in the institution’s 140-year history – and invest approximately $50 million in its endowment.

05.02.24
Multi-Asset/Investment Advisor
New England College Seeks Investment Mgmt. Services

The college is searching for a firm to grow its cash reserves through low-risk liquid investment instruments that provide competitive market returns.

05.02.24
Multi-Asset/Investment Advisor
New England University Seeks Firm To Help Establish, Maintain Portfolio

The university is seeking a firm to help establish and maintain an investment portfolio for its cash flow requirements utilizing low risk portfolio strategies.

05.02.24
Multi-Asset/Investment Advisor
Western Funds Select Finalist In Financial Advisor Search

The funds have completed the evaluation process and selected a finalist in its search for firms provide financial advisory, investment consulting and risk transfer advisory services.

04.24.24
Multi-Asset/Investment Advisor
Southwest City Posts Investment Management RFP

The city is seeking services for its investment portfolio ranging in assets from $950 million to $1.2 billion.

04.24.24
Multi-Asset/Investment Advisor
Southwest City Posts Investment Manager RFQ

The city is seeking a firm to provide discretionary investment advisory services for its $386 million portfolio.

04.23.24
Multi-Asset/Investment Advisor
Southwest City Launches Investment Advisor RFP

The city conducted a similar search on behalf of four investment portfolios in 2013.

04.22.24