Multi-Asset/Investment Advisor
The university also revised the scope of services in the search to include managing funds after it issues
bonded debt.
The selected firm will manage the city’s investment portfolios on a daily basis.
The organization will seek firms interested in providing investment advisory services for its endowment as part of its commitment to good governance.
The firm has agreed to acquire an investment consulting and advisory firm that works primarily with ultra-high-net-worth individuals and families with a focus on the technology space.
The city expects to make a final selection on June 23.
The county is searching for a firm to provide investment advisor and management services.
The foundation is searching for an investment manager to invest its portfolio and develop strategies that align with liquidity, risk and income criteria.
The university extended the deadline for proposals in its search for firms to provide investment advisory and management services for its three-tiered operating funds portfolio after launching the search at the beginning of the month.
The city is searching for a firm to manage its non-pension assets.
The city is seeking a firm to serve as investment advisor for approximately $40 million in assets.