Multi-Asset/Investment Advisor
County conducted a similar search for a portion of its investment portfolio in 2019.
The agency has issued an RFP seeking a financial advisor to help facilitate the issuance of bonds and other obligations and advise on their investment.
The foundation is conducting the search for standard due diligence purposes as it seeks a manager to oversee its portfolio, develop an asset allocation mix and update and implement its investment policy.
The plans conducted a similar search in 2021.
The town issued an RFP in February seeking a firm to provide non-discretionary services for a short-term and medium-term investment portfolio.
The authority was scheduled to hire a firm last week after launching a search in May.
The city issued an RFP earlier this year due to its purchasing policy.
The office is searching for a program manager due to the impending contract expiration of its incumbent provider, which is allowed to rebid.
The town is seeking the services for its police, fire and OPEB funds.
The authority is seeking an investment manager for a roughly $15 million portfolio.