Multi-Asset/Investment Advisor

Multi-Asset/Investment Advisor
Midwest Plan Seeks Investment Funds Service Provider

The plan has issued an RFP for a firm to provide investment and custodial services for one of its portfolios.

03.22.23
Multi-Asset/Investment Advisor
Northeast Plan Issues Investment Advisor RFP

The plan is seeking an advisor due to an ownership change at its incumbent.

03.21.23
Multi-Asset/Investment Advisor
Rocky Mountain City Posts Investment Manager RFP

The city expects to award a contract on April 20.

03.20.23
Multi-Asset/Investment Advisor
Southwest School District Posts Investment Mgr. RFQ

The district is seeking investment management services.

03.17.23
Multi-Asset/Investment Advisor
Southern Trust Fund Sticks With Incumbent Advisor

The fund decided to stick with its existing investment advisor to handle its portfolio following a search from last summer as part of standard procurement process to put contracts out for bid periodically.

03.15.23
Multi-Asset/Investment Advisor
Southwest Authority Seeking Investment Mgmt. Services

The authority is conducting the search as it looks to optimize its conversative investment portfolio.

03.13.23
Multi-Asset/Investment Advisor
Western Foundation Seeks Retirement Plan Provider Services

The foundation has issued an RFP seeking an investment provider to offer 457/403b products and services, including custodial, record keeping, investment and customer service.

03.07.23
Multi-Asset/Investment Advisor
Southwest CC Extends Deadline In Discretionary Advisor Search

The college extended the deadline for proposals in its search for investment advisors to provide discretionary portfolio management services after issuing the RFP earlier this month.

03.01.23
Multi-Asset/Investment Advisor
Mid-Atlantic College Foundation Issues Investment Mgmt. RFP

The foundation is seeking investment management services for its portfolio and the selected firm will be tasked with investing funds and other negotiable assets to produce maximum total return.

03.01.23
Multi-Asset/Investment Advisor
Midwest School District Finds Investment Advisor

The district has found a firm to manage its up to $150 million in assets.

02.27.23