Multi-Asset/Investment Advisor

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
Administrator/Record Keeper
Conn. Town Seeking Record Keeper For DC Plans

MissionSquare Retirement currently serves as the plans’ service provider.

02.23.23
Multi-Asset/Investment Advisor
Southeast Town Posts Investment Advisor RFP

The town has issued an RFP seeking an advisor for its short-term and medium-term investment portfolio.

02.23.23
Multi-Asset/Investment Advisor
Southern University Selects Treasury Mgmt. Services Provider

The university selected its incumbent provider to handle management services for its eight treasury accounts at its finance committee meeting earlier this month following a search from the second quarter of 2022.

02.22.23
Multi-Asset/Investment Advisor
Southern College Foundation Issues Investment Advisor RFP

The foundation has issued an RFP seeking a firm to provide investment advisory and management services for its endowment.

02.22.23
Fixed-Income
West Coast City Issues Investment Mgmt. & Advisory Services RFP

The city last issued an RFP for the services in 2016.

02.17.23