Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Northeast Pension Seeking Investment Services

The plans are searching for a single firm to provide actuarial, administrative, investment advisory and custodial services.

07.17.24
Industry News
Investment Manager Forms Advisory Partnership With Alternative Manager & Consultant

The firm entered into a partnership with an alternative investment manager and consulting firm, which will become investment advisor for its covered call and equity strategy.

07.16.24
Multi-Asset/Investment Advisor
Rocky Mountain Nonprofit Selects New Investment Advisor

The organization has selected a new investment advisor to manage its non-restricted pool following an invitation-only search conducted earlier this year for standard due diligence purposes.

07.16.24
Multi-Asset/Investment Advisor
West Coast City Hires First Investment Advisor

The city received five proposals in response to an RFP seeking investment management and advisory services.

07.16.24
Fixed-Income
Texas City Posts Investment Advisor RFP

The city last conducted a search for the services in 2020.

07.12.24
Multi-Asset/Investment Advisor
Northwest Authority Rehires Investment Manager

The authority last rehired its incumbent in 2020.

07.11.24
Multi-Asset/Investment Advisor
Western College Foundation Issues Investment Mgmt. RFP

The foundation has issued an RFP seeking investment management services for its endowment and operating portfolios.

07.10.24
Multi-Asset/Investment Advisor
Midwest City Taps New Investment Advisor

The city issued an RFP in April due to its incumbent’s pending contract expiration.

07.09.24
Multi-Asset/Investment Advisor
West Coast Authority Rehires Deferred Comp Advisor

The authority decided to stick with its incumbent to provide services for its $29 million 457 and $2.9 million 401(a) retirement plans.

07.08.24
Multi-Asset/Investment Advisor
Fla. Aviation Authority Flies With Incumbent Advisor

The authority rehired its investment advisor for its portfolios.

07.03.24