Multi-Asset/Investment Advisor
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.
A college based in a Midwestern state has reissued a RFP for banking and investment management services to include armored car deposit responsibilities.
The county issued an investment advisor RFP in September and most recently rehired the incumbent in 2019.
The authority issued its annual RFQ for investment management services in December.
The office has issued an RFP seeking a firm to provide portfolio management services for its trust and custodial accounts totaling approximately $50 million.
The city is searching for firms to provide services for its various funds.
The search comes as the plans’ incumbent provider was acquired by Mercer.
The college based in a Southern state is is looking for a firm to provide non-discretionary portfolio management services for the investment portfolio.
The college is searching for an investment manager to handle its other post-employment benefits fund.
PFM Asset Management currently serves as the county’s investment advisor.