Multi-Asset/Investment Advisor

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
Multi-Asset/Investment Advisor
Fla. Authority Eyes Investment Advisor Rehire

The authority issued an RFQ in February after previously hiring its incumbent in 2018.

04.19.24
Multi-Asset/Investment Advisor
Southeast City Posts Investment Advisor RFP

The city is seeking a firm to provide services for its two investment funds.

04.18.24
Multi-Asset/Investment Advisor
Midwest University Rehires Manager

A university based in the Midwest has rehired an investment manager following a search process.

04.18.24
Multi-Asset/Investment Advisor
Great Plains Nation Issues RFP

A tribal nation based in the Great Plains region has issued an investment management RFP for a planned reserve fund portfolio.

04.17.24
Multi-Asset/Investment Advisor
Western Funds Announce Search Finalists

Two state funds on the West Coast have announced finalists as part of a search for investment managers.

04.17.24
Multi-Asset/Investment Advisor
Midwest City Issues Investment Advisor RFP

The selected firm will serve for an initial one-year term beginning on July 1.

04.17.24
Multi-Asset/Investment Advisor
West Coast District Posts Investment Manager RFQ

The water district conducted a similar search process for the services on behalf of its short-term liquidity portfolio in 2019.

04.17.24
Multi-Asset/Investment Advisor
West Coast County Taps Firm For Pension Trust Services

The county issued an RFP in October seeking services for its Section 115 OPEB and Pension Trusts.

04.16.24
Announcements
Northeast Investment Advisory Firm Opens New Office

The firm has opened a new office in New York to accommodate multiple operating groups and better serve investors as well as support the firm’s growing team.

04.11.24