Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Northeast Plans Considering Investment Advisor RFP

Northeast pension plans are considering issuing an investment advisor RFP.

07.12.19
Multi-Asset/Investment Advisor
Mid-Atlantic Authority Hires Investment Advisor

A county service authority in a Mid-Atlantic state has hired its first investment advisor.

07.11.19
Daily Feed
Florida Plan Wraps Up Search For Commingled Investment Options

The Florida Prepaid College Program selected nine investment managers to provide access to their commingled offerings to its prepaid program, savings program, ABLE program and foundation, according to an intent to award notice on its website.

07.11.19
Announcements
CBIZ Acquires Gavion

CBIZ Inc. acquired “substantially all the assets” of investment consulting firm Gavion on July 1, CBIZ Director of Corporate Relations Lori Novickis confirmed.

07.11.19
Asset Study/Review
Maryland College Hires Investment Advisor

A Maryland college hired an investment advisor in the second quarter.

07.11.19
Daily Feed
Florida Nonprofit Seeks Investment Management Services

A Florida nonprofit has issued an RFP seeking a firm to provide investment management services for approximately $11 million in investments.

07.11.19
Daily Feed
Pennsylvania College Retains Investment Advisor

A Pennsylvania community college has retained an investment advisor for its $37 million in investments.

07.11.19
Multi-Asset/Investment Advisor
Florida City Concludes Discretionary Manager Search

A Florida city has made a hire in its search for a discretionary investment manager to handle its cash and core investment portfolios.

07.10.19
Multi-Asset/Investment Advisor
Texas City Approves Investment Advisor Rehire

A Texas city approved the rehire of an investment advisor for its portfolio at a meeting this week.

07.10.19
Searches And Hires Multi-Asset/Investment Advisor
Michigan City Seeks Consulting Services

Michigan city launches RFP for investment management services.

07.08.19