Multi-Asset/Investment Advisor

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
Multi-Asset/Investment Advisor
Northeast College Savings Plan Seeks Investment Manager

The 529 plan has issued an RFP seeking an investment manager due to the upcoming contract expiration of its incumbent manager, which has been providing the services since 2003.

11.08.23
Multi-Asset/Investment Advisor
Southeast Housing Authority Issues Investment Advisor RFP

The investment advisor will serve for a three-year term.

11.07.23
Multi-Asset/Investment Advisor
Midwest County Concludes Investment Advisor Search

The plan began a search for investment advisor services for its $34 million fund in June.

11.06.23
Multi-Asset/Investment Advisor
West Coast City Posts Investment Advisor RFP

The city is looking for an advisor for its roughly $150 million in operating and capital funds.

11.03.23
Multi-Asset/Investment Advisor
Texans To Consider Creation Of Endowment Fund For Emerging Research Universities

Citizens in Texas will consider approving a constitutional amendment to rename the National Research University Fund as the Texas University Fund when they vote in state elections on Nov. 7.

11.02.23
Multi-Asset/Investment Advisor
Midwest County Hires Investment Advisor

The hire concludes an investment advisor RFP search launched in August.

11.01.23
Multi-Asset/Investment Advisor
Calif. City Posts Investment Advisor RFP

The city is seeking investment advisory services for its roughly $2 billion in combined cash and investment portfolio.

10.27.23
Multi-Asset/Investment Advisor
Southern College Foundation Issues RFI For Investment Advisors

The foundation is seeking information from investment advisors to oversee and manage its portfolio, including investment strategy development, risk assessment and cash flow management.

10.24.23