Multi-Asset/Investment Advisor

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

The city is searching for a firm to manage a customized investment program.

11.20.23
Multi-Asset/Investment Advisor
Rocky Mountain Nonprofit Prepares RFP

A nonprofit group based in the Rocky Mountain region plans to issue an investment advisor RFP next year.

11.15.23
Multi-Asset/Investment Advisor
Texans Approve Creation Of Endowment Fund For Emerging Research Universities

Texas citizens approved Texas Proposition 5 to create the Texas University Fund and provide funding to some higher education institutions with nearly two-thirds of voters voting in favor of the constitutional amendment.

11.15.23
Multi-Asset/Investment Advisor
Midwest State Agency Searching For Advisor

The agency is searching for a financial and investment advisor for its student loan program.

11.15.23
Multi-Asset/Investment Advisor
Southeast Deferred Compensation Plans Post Investment Advisor RFP

City is seeking investment advisory services on behalf of its $4.2 million 457 and $6.1 million 401(a) retirement plans.

11.14.23
Multi-Asset/Investment Advisor
Western County Seeking Investment Services

The county is seeking services for its up to $100 million in cash and investments.

11.13.23
Multi-Asset/Investment Advisor
West Coast City Posts Investment Advisor RFP

The city council expects to award a contract at its Jan. 22 meeting.

11.13.23
Multi-Asset/Investment Advisor
Northeast Authority Taps Investment Advisor

The authority launched a search in May for its investment portfolio.

11.09.23
Multi-Asset/Investment Advisor
Texas County Seeking Investment Services

The county has issued an RFSQ for broker-dealer investment services.

11.08.23
Multi-Asset/Investment Advisor
West Coast City Seeking Investment Management, Advisory Services

The city maintains a $157 million investment portfolio of operating and capital funds.

11.08.23