Multi-Asset/Investment Advisor
The acquisition adds $210 million in assets across nonprofit endowment and other clients to the firm, while expanding its presence in Northeast Wisconsin.
The town made an award in its search for an investment manager to oversee an educational fund after issuing an RFP in the fourth quarter due to the impending contract expiration of the incumbent provider.
The foundation has issued an RFP seeking an investment manager to advise on asset allocation and investment selection for standard due diligence purposes.
The plans are seeking investment consulting and management services.
The federal agency is seeking information from potential banking and investment management service providers as part of market research.
The district is looking to consolidate from three advisors to a single firm to provide the services for various funds.
The plans are also in the process of scouting for a record keeper.
The foundation has issued an RFP for an investment manager to oversee its portfolio as part of a due diligence review of the marketplace and its incumbent is allowed to rebid.
The county received two proposals in response to an investment advisor RFP issued in March due to its incumbent’s contract expiration.
The plan hired a new investment manager for its $10 million in assets.