Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Southwest OPEB Seeking Discretionary Manager

The city is seeking discretionary investment management services for its OPEB Trust.

06.28.23
Multi-Asset/Investment Advisor
West Coast City Seeking Investment Manager

The investment manager will be tasked with managing $75 million.

06.26.23
Multi-Asset/Investment Advisor
Western Foundation Seeks Advisor For Retirement Plans

The foundation has issued an RFP seeking a firm to provide investment, participant, provider/vendor and fiduciary status and compliance services for its retirement plans after conducting a search for an investment provider in the first quarter.

06.21.23
Multi-Asset/Investment Advisor
Texas City Posts Investment Advisor RFP

The city is conducting a search for non-discretionary and discretionary services after launching a similar search in 2021.

06.21.23
Multi-Asset/Investment Advisor
Midwest College Seeks Investment & Banking Manager

The college has issued an RFP seeking a firm to maintain a checking account and a separate operating, money-market account as well as manage an endowment fund.

06.21.23
Multi-Asset/Investment Advisor
Alabama Pension Posts Investment Mgmt. RFP

The Southern pension plan last conducted a search for the services in 2019.

06.20.23
Multi-Asset/Investment Advisor
Northeast Pension Fund Seeking Investment Manager

The authority is seeking an investment manager for its defined benefit pension investment funds.

06.14.23
Multi-Asset/Investment Advisor
Midwest University Seeks Investment Mgmt. Services For Retirement Plans

The university is seeking a firm to provide investment management services for its retirement plans, monitor plan assets and provide general market and regulatory updates, among other responsibilities.

06.14.23
Multi-Asset/Investment Advisor
Texas School District Seeking Investment Advisor

The district last conducted a search for the services in 2018.

06.14.23
Multi-Asset/Investment Advisor
New England College Foundation Issues Manager RFP

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.

06.14.23