Multi-Asset/Investment Advisor
The plan conducted a similar search for the services in 2017.
The plan is seeking a firm to provide investment advisory, custody and pension payment services.
The institution has issued an RFP seeking a firm to develop and implement an investment strategy for managing its portfolio.
The district is seeking a firm to provide services for its up to $175 million investment portfolio.
The portfolio’s investment process is currently overseen by the authority’s cfo.
The district is seeking a firm to provide investment management services for its $269.4 million portfolio.
The city issued an RFP in October to comply with its procurement policy.
The investment advisor’s one-year contract is slated to commence on March 26.
The authority is searching for a firm to provide investment advisory services for approximately $225 million in funds.
The firm has agreed to acquire an investment advisor focused on ultra-high-net-worth families with offices in California, Colorado and Texas to strengthen its position within the high-net-worth advisory space.