Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Midwest City Issues Investment Advisor RFP

The investment advisor will serve for an initial three-year term with the option to renew for two additional one-year terms.

10.23.23
Multi-Asset/Investment Advisor
Midwest College System Issues Investment Advisory RFP

The system is seeking a manager to handle its portfolio, search for new investment managers, develop its investment policy and review its asset allocation, among other responsibilities.

10.19.23
Multi-Asset/Investment Advisor
Northeast Corporation Seeks Investment Manager For Museum Fund

The economic development corporation has issued an RFP seeking firms to provide investment management and custodial services for a museum fund expected to be approximately $40 million.

10.17.23
Multi-Asset/Investment Advisor
Calif. County Seeking Section 115 OPEB, Pension Trust Services

The county is searching for third-party administrator and investment management services for its trusts.

10.13.23
Multi-Asset/Investment Advisor
Rocky Mountain City Taps First Investment Advisor

The investment advisor will provide guidance in the management of the city’s approximately $53.7 million investment portfolio.

10.13.23
Multi-Asset/Investment Advisor
Western University Searching For Investment Advisor

The foundation has issued an RFP seeking investment advisory and management services for its endowed and non-endowed funds.

10.11.23
Multi-Asset/Investment Advisor
Northeast Pension Hires New Investment Manager

The plan launched a search this summer due to its incumbent being acquired.

10.11.23
Multi-Asset/Investment Advisor
Colo. Public Schools Concludes Investment Advisor Search

The hire concludes a search launched in April due to the contract expiration of the district’s incumbent.

10.06.23
Multi-Asset/Investment Advisor
Rocky Mountain City Seeking Investment Advisors

The city last issued an RFP for the services in 2018.

10.06.23
Multi-Asset/Investment Advisor
Colo. County Treasurer Issues Investment Advisor RFP

The county treasurer’s office expects to issue an intent to award notice in December.

10.05.23