Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Southern Nonprofit Seeks Investment Advisor For Retirement Plan

The organization has issued an RFP seeking retirement plan investment advisory services to minimize investment cost, improve operational efficiency and maximize investment capabilities.

01.18.24
Multi-Asset/Investment Advisor
Florida City Posts Investment Advisor RFP

The city is searching for a firm to provide services for its $200 million portfolio.

01.03.24
Multi-Asset/Investment Advisor
Western City Seeking Investment Advisory Services

The city is seeking the services for its approximately $70 million portfolio.

01.03.24
Multi-Asset/Investment Advisor
West Coast Foundation Issues Endowment Management RFP

The foundation has issued an RFP seeking a firm to provide endowment management and gift administration services for its portfolio.

01.03.24
Multi-Asset/Investment Advisor
Mid-Atlantic Foundation Issues Investment Mgmt., Advisory RFP

The foundation has issued an RFP seeking firms to manage and advise on its funds and investments as well as help with the development of an investment policy.

01.03.24
Multi-Asset/Investment Advisor
Western Transit Pension Concludes Investment Manager Search

The pension plan decided to stick with its incumbent at a meeting this week.

12.21.23
Multi-Asset/Investment Advisor
Northeast Plans To Launch Investment Advisor Search

The search comes as their incumbent’s services are being acquired.

12.20.23
Multi-Asset/Investment Advisor
Midwest College System Issues Retirement Plan Advisory RFP

The system is searching for an investment advisor to review and analyze the investment option lineups within its retirement plans, provide ongoing strategic planning and recommendations for improving the portfolio and develop one investment structure to be duplicated across all plans.

12.20.23
Multi-Asset/Investment Advisor
Canadian College Issues Investment Mgmt. RFP

The college is searching for a firm to provide investment and policy advice for the management of its portfolio.

12.19.23
Multi-Asset/Investment Advisor
Pacific Northwest City Seeking Investment Advisor

The city is searching for an advisor for its approximately $82 million in assets.

12.18.23