Multi-Asset/Investment Advisor
CBIZ Inc. acquired “substantially all the assets” of investment consulting firm Gavion on July 1, CBIZ Director of Corporate Relations Lori Novickis confirmed.
A Maryland college hired an investment advisor in the second quarter.
A Florida nonprofit has issued an RFP seeking a firm to provide investment management services for approximately $11 million in investments.
A Pennsylvania community college has retained an investment advisor for its $37 million in investments.
A Florida city has made a hire in its search for a discretionary investment manager to handle its cash and core investment portfolios.
A Texas city approved the rehire of an investment advisor for its portfolio at a meeting this week.
Michigan city launches RFP for investment management services.