Multi-Asset/Investment Advisor

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
Multi-Asset/Investment Advisor
West Coast City Concludes 115 Trust Search

The selected firm will establish a Section 115 Trust for the city over the next 60 to 90 days.

10.04.23
Multi-Asset/Investment Advisor
Southwest City Seeking Investment Advisor

The city’s current investment advisor was first hired in 2012.

10.02.23
Multi-Asset/Investment Advisor
Northeast Transit Authorities Seeking Investment Services

The authorities conducted similar searches in 2018 and both rehired their incumbent.

09.29.23
Multi-Asset/Investment Advisor
Ohio Treasurer Posts Investment Advisor RFI

The county treasurer’s office is seeking a firm to provide services for its portfolio of cash and investments.

09.28.23
Multi-Asset/Investment Advisor
Pacific Northwest County Posts Investment Advisor RFP

The county is seeking a firm to provide services for its investment pool.

09.27.23
Multi-Asset/Investment Advisor
Midwest Community College Searching For Investment Advisor

The college is searching for its first investment advisor to help oversee and manage its portfolio of cash and investments.

09.27.23
Multi-Asset/Investment Advisor
Northeast Nonprofit Corporation Issues RFPs For Investment Mgrs., Consultants

The corporation has launched two RFPs seeking investment managers for its impact investment program and consultants for its fund that provides low-interest loans to real estate projects.

09.27.23
Multi-Asset/Investment Advisor
Texas County Launches Investment Advisor Search

The county last a search for the services in 2019.

09.26.23