Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Midwest 529 Plan Searches For Program Manager

The college savings plan is seeking a program manager to provide investment management and account administration, among other responsibilities, due to the contract expiration of its incumbent provider.

02.06.26
Multi-Asset/Investment Advisor
Western University Launches Investment Advisor Search

The university is seeking an investment advisor for its operating funds investment portfolio.

02.06.26
Multi-Asset/Investment Advisor
Northeast Pension Seeking Investment Management Services

The borough has issued an RFP seeking investment management advisory services for its $5.5 million pension plans.

02.05.26
Multi-Asset/Investment Advisor
New England Fund To Discuss RFP

The fund is slated to discuss an RFP at its February board meeting after exploring the addition of new managers in 2017 and conducting a search for firms in 2015 that was ultimately placed on hold.

02.04.26
Multi-Asset/Investment Advisor
Southern Community College Seeks Investment Advisor

The community college is seeking advisors to provide non-discretionary portfolio management for its operating and bond funds.

02.04.26
Multi-Asset/Investment Advisor
Texas City Posts Investment Advisor RFQ

The city conducted a similar search for the services last year.

02.03.26
Multi-Asset/Investment Advisor
Calif. City Seeking Investment Management Services

The city is seeking investment management and advisory services for its roughly $103 million investment portfolio.

02.03.26
Multi-Asset/Investment Advisor
Southwest Conservancy Issues Investment Advisor RFP

The search is being conducted due to state procurement rules.

02.02.26
Multi-Asset/Investment Advisor
Mid-Atlantic Higher Ed System Seeks Banking & Investment Services Provider

The state agency overseeing 11 higher education institutions is seeking a firm to provide investment, banking and credit card processing services.

02.02.26
Multi-Asset/Investment Advisor
Northeast Village Taps New Investment Advisor

The village received 12 proposals in response to an RFP issued in September.

01.28.26