Multi-Asset/Investment Advisor
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.
The college is seeking a firm to provide banking and investment management services for its nearly $50 million cash and investments portfolio.
The foundation is conducting the search to change investment advisors due to challenges surrounding the proximity of its incumbent advisor.
The foundation retained its incumbent provider following a similar search six years ago.
The authority is seeking an advisor for its investment portfolios.
The village is seeking investment management services for roughly $90.7 million in assets.
The university hired a new investment advisor to oversee and manage its endowment in the fourth quarter following an RFP process approved in the second quarter of 2022.