Multi-Asset/Investment Advisor
The search was conducted last year to evaluate other options.
The incumbent will continue to provide investment advisory services for the city’s $225 million investment portfolio.
The city is seeking non-discretionary portfolio management services for its roughly $2 million portfolio.
The city is seeking the services on behalf of its $22 million in operating and capital funds.
The district hired a firm to provide investment services for its 401(a) and 457(b) Plans.
The nonprofit organization selected a firm to handle its more than $500 million endowment this month over three other finalists following a year-long competitive bid process.
The agency’s investment portfolio was previously managed in-house.
The town is seeking investment advisory services for its $17.6 million 457(b) plan.
PFM Asset Management currently provides investment advisory services for the trust.
The city issued an RFP last year seeking an advisor for its investment portfolio.