Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Western City To Reissue Investment Advisory RFP

The city expects to reissue the RFP this fall for a firm to provide investment advisory and portfolio management services.

08.13.19
Multi-Asset/Investment Advisor
Pa. Township Posts Pension Services RFP

A Pennsylvania township has issued an RFP seeking pension services for its pension plan.

08.13.19
Searches And Hires
Northeast OPEB Trust Issues Investment Management RFP

An OPEB Trust in the Northeast has issued an RFP seeking a firm to provide investment management services for its $1.4 billion portfolio.

08.12.19
Multi-Asset/Investment Advisor
Pa. Township Posts Investment Advisory, Mgmt. Services RFP

A Pennsylvania township is seeking a firm to provide investment advisory, custodial and management services for its pension plans.

08.12.19
Multi-Asset/Investment Advisor
Midwest City Approves Investment Manager Hire

A Hoosier State city concluded its investment management services search with a hire last month.

08.09.19
Multi-Asset/Investment Advisor
Missouri Nonprofit Seeks Planned Giving Investment Manager

A Missouri-based nonprofit is looking for an investment management and administrative services provider for its annuity pool and planned gift program.

08.08.19
Multi-Asset/Investment Advisor
Florida Authority Nears Investment Advisor Selection

A Florida-based authority’s finance committee will recommend selection to full board on Aug. 21.

08.06.19
Multi-Asset/Investment Advisor
Midwest Hoses Plan Taps New Investment Advisor

A Midwestern firefighters pension plan hired a new investment advisor in the second quarter.

08.06.19
Multi-Asset/Investment Advisor
Midwest Police Plan Seeking Investment Mgmt., Custodial Services

A police plan in the Midwest is searching for investment management and master custodial services.

08.02.19
Searches And Hires
Florida University Reviewing Retirement Plan

A Florida university has engaged an investment consultant to help with a comprehensive review of service providers, investment options, technology and education opportunities for its 403(b) savings plan.

08.01.19