Multi-Asset/Investment Advisor
The foundation is looking for a firm to manage its investment portfolio and $62,000 cash and money market portfolio, including executing trades, providing custody of securities, collecting income and providing cash flow analysis.
The district received four proposals in response to its investment advisor RFQ.
A 529 plan based in New England has selected program and investment managers after a search.
The village will review proposals related to investment services for its $70 million in cash deposited in an insured cash sweep account.
A foundation based in the Mid-Atlantic region is seeking an investment advisor and manager for its assets.
The city is seeking an investment manager for its $18 million in pension fund assets.
The secure choice savings program was created in 2021.
The university will transition to a new core investment menu in early June for its defined contribution plan, 403(b) plan and student employee retirement plans with a sole administrator handling oversight.
The plan hired a new investment advisor at a meeting earlier this month.
The authority’s RFP for investment management services follows an RFI issued in the fourth quarter.