Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Northeast Authority Concludes Investment Advisor Search

The authority was scheduled to hire a firm last week after launching a search in May.

08.03.23
Multi-Asset/Investment Advisor
Calif. City Rehires Investment Advisor

The city issued an RFP earlier this year due to its purchasing policy.

08.01.23
Multi-Asset/Investment Advisor
Midwest State Treasurer Seeks 529 Program Manager

The office is searching for a program manager due to the impending contract expiration of its incumbent provider, which is allowed to rebid.

08.01.23
Multi-Asset/Investment Advisor
R.I. Town Seeking Investment Advisor

The town is seeking the services for its police, fire and OPEB funds.

07.31.23
Multi-Asset/Investment Advisor
New England Authority Seeking Investment Managers

The authority is seeking an investment manager for a roughly $15 million portfolio.

07.27.23
Multi-Asset/Investment Advisor
Midwest College Set To Grow Endowment To More Than $1.5 Billion

The college is growing its endowment to more than $1.5 billion after estate commitments and a matching gift from an anonymous donor.

07.27.23
Multi-Asset/Investment Advisor
Southern Health System Seeks Retirement Plan Investment Advisor

The hospital system is seeking an investment advisor to assist in formulating objectives and drafting written policies for selecting investment options, while serving as a co-fiduciary for its defined contribution plan.

07.26.23
Multi-Asset/Investment Advisor
Northwest City Permanent Fund Posts Investment Advisor RFP

The city will award a contract by Oct. 15.

07.25.23
Multi-Asset/Investment Advisor
Mid-Atlantic County Taps New Investment Manager

The county’s new investment manager will replace incumbent Sterling Capital Management.

07.24.23
Multi-Asset/Investment Advisor
West Coast City Issues 115 Trust RFP

The city is seeking a firm to establish and oversee a Section 115 trust.

07.24.23